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
451
$406K 0.02%
5,404
-129
452
$402K 0.02%
3,241
-110
453
$401K 0.02%
13,699
454
$400K 0.02%
6,804
-14,112
455
$399K 0.02%
15,497
456
$397K 0.02%
9,413
-331
457
$397K 0.02%
15,152
-780
458
$396K 0.02%
3,316
-143
459
$395K 0.02%
1,694
460
$393K 0.02%
12,532
-111
461
$391K 0.02%
8,857
+226
462
$389K 0.02%
8,610
463
$388K 0.02%
3,004
-144
464
$387K 0.02%
5,625
465
$387K 0.02%
744
466
$386K 0.02%
33,869
-1,998
467
$385K 0.02%
2,611
-140
468
$385K 0.02%
11,475
-171
469
$385K 0.02%
2,768
-49
470
$383K 0.02%
4,901
-52
471
$383K 0.02%
4,010
-69
472
$382K 0.02%
1,379
-66
473
$380K 0.02%
4,909
-175
474
$377K 0.02%
3,331
475
$377K 0.02%
5,104
-730
17 18
19
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