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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
1401
– –
-6,299
1402
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-1,748
1403
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-3,125
1404
– –
-5,292
1405
– –
-1,810
1406
– –
-7,732
1407
– –
-310
1408
– –
-1,234
1409
– –
-5,780
1410
– –
-2,082
1411
– –
-1,586
1412
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-7,802
1413
– –
-873
1414
– –
-1,200
1415
– –
-500
1416
– –
-4,778
1417
– –
-200
1418
– –
-3,678
1419
– –
-2,443
1420
– –
-2,836
1421
– –
-6,785
1422
– –
-546
1423
– –
-3,284
1424
– –
-3,390
1425
– –
-2,192
55 56
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