LIA

LS Investment Advisors Portfolio holdings

AUM $684M
1-Year Est. Return 16.88%
This Quarter Est. Return
1 Year Est. Return
+16.88%
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
76
$5.77M 0.33%
109,222
-1,854
77
$5.76M 0.33%
11,749
-1,724
78
$5.63M 0.32%
67,640
-3,920
79
$5.59M 0.32%
24,614
+1,617
80
$5.53M 0.31%
113,106
+3,889
81
$5.42M 0.31%
16,027
+420
82
$5.41M 0.31%
33,349
-1,237
83
$5.37M 0.3%
15,046
-178
84
$5.36M 0.3%
68,825
+16,773
85
$5.28M 0.3%
38,105
+290
86
$5.13M 0.29%
73,023
-4,650
87
$5.08M 0.29%
43,715
+710
88
$4.92M 0.28%
33,267
+495
89
$4.79M 0.27%
50,329
+1,273
90
$4.73M 0.27%
428,108
-1,655
91
$4.72M 0.27%
52,829
-2,339
92
$4.71M 0.27%
41,850
93
$4.69M 0.27%
66,700
+4,323
94
$4.63M 0.26%
36,102
-671
95
$4.61M 0.26%
74,103
+5,518
96
$4.59M 0.26%
27,913
+30
97
$4.59M 0.26%
102,389
+4,261
98
$4.54M 0.26%
99,195
-2,511
99
$4.46M 0.25%
122,721
+7,956
100
$4.46M 0.25%
10,098
-252
2 3
4
5 6