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
1401
– –
-1,931
1402
– –
-1,944
1403
– –
-1,055
1404
– –
-9,832
1405
– –
-370
1406
– –
-1,916
1407
– –
-4,759
1408
– –
-368
1409
– –
-8,279
1410
– –
-1,767
1411
– –
-1,311
1412
– –
-638
1413
– –
-8,026
1414
– –
-2,760
1415
– –
-2,855
1416
– –
-1,792
1417
– –
-8,115
1418
– –
-2,076
1419
– –
-5,063
1420
– –
-1,379
1421
– –
-1,423
1422
– –
-100
1423
– –
-882
1424
– –
-1,820
1425
– –
-2,538
55 56
57
58 59