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
776
$45K ﹤0.01%
18,689
-1,356
777
$45K ﹤0.01%
31,106
778
$42K ﹤0.01%
1,800
779
$38K ﹤0.01%
247
780
$38K ﹤0.01%
15,970
781
$33K ﹤0.01%
321
782
$27K ﹤0.01%
155
783
$26K ﹤0.01%
2,587
784
$19K ﹤0.01%
318
785
$18K ﹤0.01%
200
786
$14K ﹤0.01%
+248
787
$14K ﹤0.01%
+116
788
$10K ﹤0.01%
+88
789
$10K ﹤0.01%
+197
790
$2K ﹤0.01%
+527
791
$2K ﹤0.01%
9
792
– –
-1,412
793
– –
-1,120
794
– –
-1,040
795
– –
-498
796
– –
-1,756
797
– –
-1,530
798
– –
-1,117
799
– –
-636
800
– –
-2,491
30 31
32
33 34