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
726
$176K 0.01%
10,272
-898
727
$176K 0.01%
20,784
728
$175K 0.01%
13,548
729
$172K 0.01%
10,573
+248
730
$166K 0.01%
2,610
+258
731
$166K 0.01%
669
732
$164K 0.01%
33,546
-1,161
733
$163K 0.01%
14,398
734
$161K 0.01%
19,900
735
$160K 0.01%
14,167
-1,139
736
$159K 0.01%
13,569
-653
737
$157K 0.01%
11,254
-567
738
$153K 0.01%
17,856
-1,884
739
$142K 0.01%
20,712
740
$141K 0.01%
10,203
741
$140K 0.01%
11,952
742
$130K 0.01%
697
743
$129K 0.01%
13,643
-1,089
744
$128K 0.01%
14,181
-1,667
745
$126K 0.01%
6,446
-238
746
$123K 0.01%
12,316
747
$123K 0.01%
11,612
748
$121K 0.01%
11,533
-869
749
$115K 0.01%
16,919
750
$108K 0.01%
13,100
-952
28 29
30
31 32