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
1201
– –
-2,192
1202
– –
-3,124
1203
– –
-970
1204
– –
-5,732
1205
– –
-480
1206
– –
-1,582
1207
– –
-1,236
1208
– –
-700
1209
– –
-925
1210
– –
-5,694
1211
– –
-2,107
1212
– –
-2,518
1213
– –
-2,891
1214
– –
-2,478
1215
– –
-3,547
1216
– –
-2,228
1217
– –
-1,651
1218
– –
-4,263
1219
– –
-122
1220
– –
-3,504
1221
– –
-10,255
1222
– –
-2,524
1223
– –
-503
1224
– –
-6,428
1225
– –
-2,948
47 48
49
50 51