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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
1501
– –
-2,543
1502
– –
-3,344
1503
– –
-1,400
1504
– –
-564
1505
– –
-7,953
1506
– –
-1,142
1507
– –
-1,750
1508
– –
-965
1509
– –
-954
1510
– –
-2,324
1511
– –
-1,349
1512
– –
-946
1513
– –
-4,345
1514
– –
-1,138
1515
– –
-217
1516
– –
-3,876
1517
– –
-5,308
1518
– –
-559
1519
– –
-1,864
1520
– –
-5,704
1521
– –
-2,129
1522
– –
-2,574
1523
– –
-1,600
1524
– –
-3,864
1525
– –
-3,561
59 60
61
62 63