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
526
$316K 0.02%
12,877
-8,029
527
$316K 0.02%
6,225
-290
528
$315K 0.02%
34,371
-863
529
$313K 0.02%
4,078
-175
530
$311K 0.02%
6,305
+360
531
$311K 0.02%
3,723
532
$309K 0.02%
2,917
-89
533
$309K 0.02%
14,265
534
$309K 0.02%
3,725
-650
535
$308K 0.02%
16,991
-1,871
536
$308K 0.02%
8,861
-137
537
$307K 0.02%
6,606
538
$307K 0.02%
8,888
539
$307K 0.02%
10,250
540
$306K 0.02%
3,892
-198
541
$306K 0.02%
3,836
-187
542
$305K 0.02%
2,442
-116
543
$305K 0.02%
30,519
+4,724
544
$305K 0.02%
6,044
545
$302K 0.02%
5,383
+1,743
546
$302K 0.02%
4,663
-116
547
$302K 0.02%
6,233
-195
548
$302K 0.02%
10,417
-118
549
$301K 0.02%
2,324
550
$301K 0.02%
2,664
-49
20 21
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