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
126
$3.25M 0.18%
28,308
+56
127
$3.17M 0.18%
21,560
+702
128
$3.09M 0.18%
18,688
-271
129
$3.06M 0.17%
20,434
-256
130
$3.05M 0.17%
4,889
-27
131
$3.05M 0.17%
70,646
+1,897
132
$3.02M 0.17%
7,652
+1,370
133
$2.9M 0.16%
40,230
+5,500
134
$2.89M 0.16%
38,558
+878
135
$2.87M 0.16%
36,297
-14,425
136
$2.77M 0.16%
33,858
+1,003
137
$2.74M 0.16%
76,228
-2,722
138
$2.73M 0.15%
75,000
-1,040
139
$2.68M 0.15%
12,798
+465
140
$2.63M 0.15%
9,772
+197
141
$2.61M 0.15%
67,561
+1,099
142
$2.53M 0.14%
20,739
-98
143
$2.52M 0.14%
15,233
+820
144
$2.5M 0.14%
30,911
+10,637
145
$2.5M 0.14%
14,758
+278
146
$2.37M 0.13%
10,008
+78
147
$2.35M 0.13%
21,212
-818
148
$2.25M 0.13%
36,530
+2,594
149
$2.24M 0.13%
23,656
-335
150
$2.23M 0.13%
40,090
+933
4 5
6
7 8