LIA

LS Investment Advisors Portfolio holdings

AUM $684M
1-Year Est. Return 16.88%
This Quarter Est. Return
1 Year Est. Return
+16.88%
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
26
$13.6M 0.77%
63,873
-1,863
27
$12.9M 0.73%
118,725
+1,679
28
$12.9M 0.73%
86,450
+4,694
29
$11M 0.62%
190,898
+23,340
30
$10.6M 0.6%
127,215
+26,594
31
$10.4M 0.59%
178,627
-502
32
$10.4M 0.59%
254,736
+925
33
$10.4M 0.59%
209,733
+3,127
34
$10.3M 0.58%
65,299
+1,040
35
$10.3M 0.58%
220,335
+12,723
36
$10.3M 0.58%
171,693
-303
37
$10.2M 0.58%
159,600
+515
38
$10.2M 0.58%
196,213
+6,628
39
$9.95M 0.56%
172,120
-3,715
40
$9.6M 0.54%
161,401
+6,912
41
$9.48M 0.54%
131,723
+3,688
42
$9.48M 0.54%
219,295
-6,675
43
$9.42M 0.53%
63,892
-6,493
44
$9.22M 0.52%
356,187
+5,880
45
$9.15M 0.52%
55,169
-1,639
46
$8.84M 0.5%
119,765
-295
47
$8.82M 0.5%
85,027
+1,622
48
$8.59M 0.49%
89,196
-7,945
49
$8.37M 0.47%
38,139
-3,666
50
$8.24M 0.47%
55,835
+1,509
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