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 17.93%
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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-3,284
1002
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1003
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-1,922
1004
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-334
1005
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-2,461
1006
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-300
1007
– –
-1,126
1008
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-500
1009
– –
-4,952
1010
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-4,400
1011
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-2,472
1012
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-4,370
1013
– –
-685
1014
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-2,447
1015
– –
-17,466
1016
– –
-1,673
1017
– –
-388
1018
– –
-1,097
1019
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-1,904
1020
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-1,955
1021
– –
-3,065
1022
– –
-2,721
1023
– –
-2,471
1024
– –
-92
1025
– –
-336
39 40
41
42 43