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 17.95%
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
1401
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-6,299
1402
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-1,748
1403
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1404
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1405
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1406
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1407
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-9,645
1408
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-310
1409
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-1,234
1410
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-5,780
1411
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1412
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-1,586
1413
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-7,802
1414
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-873
1415
– –
-1,200
1416
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-500
1417
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-4,778
1418
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-200
1419
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-3,678
1420
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-2,443
1421
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-2,595
1422
– –
-2,836
1423
– –
-325
1424
– –
-2,892
1425
– –
-995
55 56
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