We are live on ! Find out more
LIA

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
1551
-3,339
1552
-2,741
1553
-1,530
1554
-6,622
1555
-9,375
1556
-5,888
1557
-624
1558
-511
1559
-903
1560
-1,697
1561
-1,028
1562
-2,232
1563
-35,797
1564
-4,520
1565
-1,341
1566
-1,206
1567
-1,190
1568
-37,999
1569
-1,502
1570
-2,374
1571
-2,662
1572
-2,045
1573
-1,003
1574
-851
1575
-3,050