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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
1101
– –
-6,267
1102
– –
-1,171
1103
– –
-1,399
1104
– –
-1,628
1105
– –
-655
1106
– –
-773
1107
– –
-2,858
1108
– –
-2,430
1109
– –
-2,945
1110
– –
-2,919
1111
– –
-2,522
1112
– –
-7,228
1113
– –
-3,475
1114
– –
-3,913
1115
– –
-675
1116
– –
-3,000
1117
– –
-6,711
1118
– –
-870
1119
– –
-4,150
1120
– –
-254
1121
– –
-994
1122
– –
-2,819
1123
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-1,440
1124
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1125
– –
-934
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