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
951
– –
-1,497
952
– –
-1,093
953
– –
-866
954
– –
-2,149
955
– –
-649
956
– –
-3,977
957
– –
-45
958
– –
-2,872
959
– –
-820
960
– –
-1,296
961
– –
-1,632
962
– –
-111
963
– –
-845
964
– –
-5,503
965
– –
-5,175
966
– –
-13,268
967
– –
-3,780
968
– –
-4,335
969
– –
-2,261
970
– –
-413
971
– –
-594
972
– –
-6,267
973
– –
-1,171
974
– –
-1,399
975
– –
-1,628
37 38
39
40 41