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
476
$377K 0.02%
3,376
+428
477
$376K 0.02%
3,102
-139
478
$374K 0.02%
12,499
+861
479
$371K 0.02%
4,033
-250
480
$370K 0.02%
26,398
-37
481
$369K 0.02%
13,172
-214
482
$369K 0.02%
24,849
-380
483
$369K 0.02%
3,174
-237
484
$368K 0.02%
10,740
-346
485
$366K 0.02%
8,986
-246
486
$365K 0.02%
+7,005
487
$364K 0.02%
7,048
488
$364K 0.02%
19,035
-455
489
$364K 0.02%
2,514
490
$363K 0.02%
3,723
+285
491
$360K 0.02%
2,805
-102
492
$359K 0.02%
10,522
-261
493
$357K 0.02%
1,516
-63
494
$356K 0.02%
2,207
495
$355K 0.02%
13,070
-283
496
$355K 0.02%
10,768
497
$355K 0.02%
3,259
-42
498
$354K 0.02%
5,942
-429
499
$353K 0.02%
5,537
500
$351K 0.02%
29,146
-9
18 19
20
21 22