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
701
$206K 0.01%
7,701
-523
702
$206K 0.01%
11,944
-895
703
$206K 0.01%
11,666
-15,611
704
$206K 0.01%
2,640
-161
705
$205K 0.01%
2,892
-224
706
$205K 0.01%
2,005
707
$205K 0.01%
11,766
708
$205K 0.01%
2,502
709
$205K 0.01%
3,912
710
$204K 0.01%
2,355
711
$204K 0.01%
7,319
712
$203K 0.01%
3,015
713
$202K 0.01%
6,200
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714
$201K 0.01%
+6,148
715
$201K 0.01%
2,153
716
$201K 0.01%
8,100
717
$200K 0.01%
1,446
-117
718
$199K 0.01%
7,129
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719
$199K 0.01%
11,939
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720
$194K 0.01%
41,226
-3,615
721
$192K 0.01%
11,082
-1,179
722
$189K 0.01%
12,108
-1,417
723
$179K 0.01%
15,345
724
$179K 0.01%
6,444
+45
725
$178K 0.01%
12,520
-1,236
27 28
29
30 31