LIA

LS Investment Advisors Portfolio holdings

AUM $710M
1-Year Est. Return 19.2%
This Quarter Est. Return
1 Year Est. Return
+19.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.76B
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,649
New
Increased
Reduced
Closed

Top Buys

1
+$94M
2
+$2.21M
3
+$1.34M
4
ED icon
Consolidated Edison
ED
+$1.31M
5
AMZN icon
Amazon
AMZN
+$1.18M

Top Sells

1
+$3.42M
2
+$2.99M
3
+$1.82M
4
AAPL icon
Apple
AAPL
+$1.54M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.14M

Sector Composition

1 Technology 17.95%
2 Healthcare 12.77%
3 Financials 11.59%
4 Industrials 9.67%
5 Consumer Staples 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$441K 0.03%
+3,095
427
$441K 0.03%
7,409
-24
428
$440K 0.03%
2,857
-30
429
$439K 0.02%
3,589
-67
430
$438K 0.02%
28,029
-2,111
431
$438K 0.02%
4,012
-112
432
$437K 0.02%
908
-43
433
$436K 0.02%
4,274
-87
434
$435K 0.02%
3,185
+502
435
$434K 0.02%
9,033
+91
436
$434K 0.02%
2,488
-187
437
$433K 0.02%
6,176
+179
438
$429K 0.02%
4,229
-69
439
$428K 0.02%
2,591
-145
440
$428K 0.02%
25,435
-844
441
$425K 0.02%
18,030
-965
442
$425K 0.02%
2,919
-62
443
$420K 0.02%
1,235
-50
444
$418K 0.02%
5,159
445
$416K 0.02%
102
-4
446
$416K 0.02%
9,515
-17,882
447
$415K 0.02%
3,914
-299
448
$412K 0.02%
3,038
-98
449
$408K 0.02%
11,118
-180
450
$407K 0.02%
34,092
-65
16 17
18
19 20