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LS Investment Advisors Portfolio holdings

AUM $668M
1-Year Est. Return 22.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.34%
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
+$93.1M
2
+$2.21M
3
+$1.42M
4
ED icon
Consolidated Edison
ED
+$1.24M
5
AMZN icon
Amazon
AMZN
+$1.18M

Top Sells

1
+$3.28M
2
+$2.99M
3
+$1.76M
4
AAPL icon
Apple
AAPL
+$1.45M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.16M

Sector Composition

1 Technology 17.93%
2 Healthcare 12.77%
3 Financials 11.59%
4 Industrials 9.68%
5 Consumer Staples 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
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1002
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1003
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1004
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-77,076
1005
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1006
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-3,345
1007
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-4,325
1008
– –
-1,553
1009
– –
-938
1010
– –
-7,626
1011
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-1,000
1012
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-2,465
1013
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-546
1014
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-1,123
1015
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-450
1016
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-1,664
1017
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1018
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1019
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-708
1020
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-1,227
1021
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1022
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-8,177
1023
– –
-3,550
1024
– –
-2,839
1025
– –
-1,901
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