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
676
$223K 0.01%
1,515
-119
677
$222K 0.01%
5,478
+938
678
$222K 0.01%
18,947
679
$220K 0.01%
3,220
680
$220K 0.01%
14,955
681
$219K 0.01%
3,274
682
$219K 0.01%
1,234
683
$219K 0.01%
6,140
+57
684
$218K 0.01%
7,879
-804
685
$216K 0.01%
9,838
-458
686
$216K 0.01%
9,673
687
$216K 0.01%
7,945
-414
688
$214K 0.01%
8,515
689
$214K 0.01%
3,513
690
$214K 0.01%
10,983
691
$213K 0.01%
4,841
-398
692
$213K 0.01%
4,876
-303
693
$212K 0.01%
1,250
-142
694
$210K 0.01%
6,835
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695
$210K 0.01%
2,630
696
$210K 0.01%
2,627
697
$210K 0.01%
6,969
698
$208K 0.01%
2,859
699
$207K 0.01%
3,834
-463
700
$206K 0.01%
4,015
26 27
28
29 30