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
551
$301K 0.02%
8,345
-157
552
$301K 0.02%
978
553
$300K 0.02%
5,886
554
$300K 0.02%
2,448
-61
555
$298K 0.02%
8,035
-250
556
$298K 0.02%
3,720
557
$297K 0.02%
10,397
-261
558
$297K 0.02%
4,796
-136
559
$296K 0.02%
9,805
-239
560
$296K 0.02%
4,688
-100
561
$295K 0.02%
4,459
562
$295K 0.02%
7,224
-294
563
$295K 0.02%
10,302
-618
564
$295K 0.02%
6,058
-289
565
$293K 0.02%
4,188
566
$292K 0.02%
6,305
-382
567
$292K 0.02%
5,189
-257
568
$292K 0.02%
2,500
-1,803
569
$291K 0.02%
14,763
+1,871
570
$289K 0.02%
933
-74
571
$288K 0.02%
4,638
-378
572
$287K 0.02%
11,066
+272
573
$287K 0.02%
+6,264
574
$286K 0.02%
5,281
-164
575
$285K 0.02%
6,463
-314
21 22
23
24 25