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
751
$108K 0.01%
10,272
752
$104K 0.01%
13,050
+3,502
753
$99K 0.01%
12,982
-1,567
754
$99K 0.01%
12,922
-919
755
$96K 0.01%
12,573
756
$94K 0.01%
9,538
-1,227
757
$94K 0.01%
4,330
758
$93K 0.01%
8,310
-1,081
759
$90K 0.01%
13,802
760
$88K 0.01%
26,244
761
$81K ﹤0.01%
900
762
$77K ﹤0.01%
14,345
763
$74K ﹤0.01%
325
-1,760
764
$73K ﹤0.01%
1,610
765
$72K ﹤0.01%
11,242
766
$68K ﹤0.01%
10,003
-859
767
$67K ﹤0.01%
12,001
768
$67K ﹤0.01%
10,458
-934
769
$65K ﹤0.01%
16,137
770
$65K ﹤0.01%
2,000
771
$58K ﹤0.01%
1,433
772
$55K ﹤0.01%
11,283
773
$55K ﹤0.01%
550
774
$53K ﹤0.01%
292
-1,000
775
$45K ﹤0.01%
16,649
-18,999
29 30
31
32 33