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
1551
– –
-1,842
1552
– –
-3,864
1553
– –
-322
1554
– –
-9,316
1555
– –
-2,691
1556
– –
-2,753
1557
– –
-6,538
1558
– –
-3,461
1559
– –
-2,764
1560
– –
-325
1561
– –
-2,188
1562
– –
-1,134
1563
– –
-4,969
1564
– –
-1,228
1565
– –
-1,800
1566
– –
-995
1567
– –
-861
1568
– –
-3,845
1569
– –
-1,469
1570
– –
-7,606
1571
– –
-6,078
1572
– –
-2,152
1573
– –
-960
1574
– –
-5,227
1575
– –
-1,440
61 62
63
64 65