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
501
$351K 0.02%
3,725
502
$349K 0.02%
16,306
-37,198
503
$348K 0.02%
3,797
-69
504
$347K 0.02%
8,067
-232
505
$346K 0.02%
1,622
-32
506
$346K 0.02%
3,633
507
$345K 0.02%
8,240
508
$343K 0.02%
2,142
-45
509
$341K 0.02%
10,510
-98
510
$340K 0.02%
6,438
511
$339K 0.02%
3,683
512
$337K 0.02%
4,988
-178
513
$336K 0.02%
2,898
-128
514
$334K 0.02%
3,125
515
$332K 0.02%
12,113
+548
516
$330K 0.02%
17,057
-489
517
$329K 0.02%
8,299
518
$328K 0.02%
3,005
519
$325K 0.02%
3,195
-235
520
$324K 0.02%
7,797
+1,029
521
$324K 0.02%
18,156
-2,669
522
$322K 0.02%
7,516
523
$321K 0.02%
8,912
524
$320K 0.02%
3,180
-223
525
$319K 0.02%
1,265
-72
19 20
21
22 23