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
101
$4.44M 0.25%
35,398
-7,313
102
$4.43M 0.25%
46,345
+9,799
103
$4.36M 0.25%
105,839
+2,018
104
$4.35M 0.25%
22,071
+326
105
$4.34M 0.25%
184,765
+7,444
106
$4.14M 0.23%
79,558
-8,023
107
$4.12M 0.23%
69,917
+2,862
108
$4.07M 0.23%
113,326
+8,761
109
$4.04M 0.23%
17,879
-3,640
110
$4.02M 0.23%
197,469
+840
111
$3.95M 0.22%
15,716
-179
112
$3.9M 0.22%
7,799
+183
113
$3.83M 0.22%
19,458
+9
114
$3.82M 0.22%
22,916
-2,705
115
$3.8M 0.22%
32,660
-5,449
116
$3.8M 0.22%
51,722
+10,749
117
$3.79M 0.22%
60,011
+3,514
118
$3.77M 0.21%
105,215
-10,123
119
$3.71M 0.21%
47,565
+3,272
120
$3.65M 0.21%
63,613
+1,133
121
$3.46M 0.2%
24,240
+485
122
$3.46M 0.2%
49,816
-1,736
123
$3.46M 0.2%
10,317
124
$3.41M 0.19%
16,984
+2,394
125
$3.31M 0.19%
320,605
+23,315
3 4
5
6 7