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
576
$285K 0.02%
2,992
577
$285K 0.02%
10,317
+80
578
$284K 0.02%
23,069
+414
579
$284K 0.02%
21,984
-1,200
580
$283K 0.02%
5,453
581
$283K 0.02%
9,670
-369
582
$281K 0.02%
5,800
583
$281K 0.02%
3,213
584
$280K 0.02%
2,277
-5,076
585
$279K 0.02%
3,693
586
$279K 0.02%
5,633
-162
587
$278K 0.02%
3,233
-48
588
$277K 0.02%
3,730
+761
589
$277K 0.02%
2,332
+278
590
$276K 0.02%
9,169
+1,813
591
$275K 0.02%
812
-5
592
$275K 0.02%
7,459
-480
593
$275K 0.02%
1,144
-67
594
$274K 0.02%
3,127
-222
595
$274K 0.02%
28,992
+4,134
596
$273K 0.02%
12,228
597
$273K 0.02%
6,263
598
$272K 0.02%
3,179
-226
599
$272K 0.02%
28,814
+12,571
600
$272K 0.02%
4,025
22 23
24
25 26