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
651
$246K 0.01%
6,924
-479
652
$245K 0.01%
28,663
653
$245K 0.01%
2,502
-71
654
$244K 0.01%
3,284
655
$244K 0.01%
24,160
-1,142
656
$243K 0.01%
2,265
-186
657
$242K 0.01%
1,324
658
$241K 0.01%
6,568
-508
659
$240K 0.01%
10,718
-315
660
$240K 0.01%
3,993
661
$239K 0.01%
6,550
662
$238K 0.01%
14,222
-1,589
663
$238K 0.01%
2,185
-115
664
$238K 0.01%
3,191
-161
665
$236K 0.01%
15,525
-457
666
$236K 0.01%
5,602
-238
667
$234K 0.01%
2,989
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668
$233K 0.01%
4,508
-332
669
$233K 0.01%
2,804
670
$231K 0.01%
14,673
-1,361
671
$226K 0.01%
3,082
672
$226K 0.01%
5,937
673
$225K 0.01%
6,075
+3,628
674
$224K 0.01%
2,599
675
$223K 0.01%
2,277
25 26
27
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