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
626
$257K 0.01%
3,496
627
$256K 0.01%
2,040
628
$255K 0.01%
10,462
629
$255K 0.01%
6,229
-142
630
$255K 0.01%
4,920
631
$255K 0.01%
3,636
632
$254K 0.01%
1,427
-59
633
$254K 0.01%
2,517
634
$254K 0.01%
4,104
-132
635
$253K 0.01%
7,732
+100
636
$252K 0.01%
2,637
637
$252K 0.01%
3,799
-260
638
$252K 0.01%
4,451
-242
639
$251K 0.01%
1,122
-58
640
$251K 0.01%
13,359
-1,512
641
$250K 0.01%
1,629
-68
642
$249K 0.01%
3,098
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643
$249K 0.01%
1,854
644
$248K 0.01%
2,844
645
$247K 0.01%
1,930
-147
646
$247K 0.01%
2,991
-159
647
$247K 0.01%
22,846
-372
648
$247K 0.01%
2,543
-123
649
$247K 0.01%
7,069
650
$246K 0.01%
4,846
-127
24 25
26
27 28