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
601
$270K 0.02%
2,975
-88
602
$270K 0.02%
5,077
-141
603
$269K 0.02%
4,548
604
$269K 0.02%
5,931
+339
605
$269K 0.02%
5,374
-225
606
$268K 0.02%
2,589
+1,100
607
$268K 0.02%
1,386
608
$268K 0.02%
874
-44
609
$267K 0.02%
2,696
-164
610
$266K 0.02%
65,138
+10,170
611
$265K 0.02%
2,093
-161
612
$265K 0.02%
5,186
613
$264K 0.02%
3,995
614
$264K 0.02%
8,574
-756
615
$264K 0.02%
5,742
-315
616
$264K 0.02%
2,090
-122
617
$263K 0.01%
2,266
-88
618
$261K 0.01%
6,811
-476
619
$261K 0.01%
6,568
620
$260K 0.01%
2,901
621
$259K 0.01%
3,873
622
$259K 0.01%
4,900
-589
623
$259K 0.01%
11,093
624
$258K 0.01%
4,378
625
$257K 0.01%
5,854
-450
23 24
25
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