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
1601
– –
-351
1602
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-2,764
1603
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-325
1604
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-2,188
1605
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-1,134
1606
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-4,969
1607
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-1,228
1608
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-1,800
1609
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-200
1610
– –
-655
1611
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-817
1612
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-3,145
1613
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-2,477
1614
– –
-2,715
1615
– –
-920
1616
– –
-72
1617
– –
-467
1618
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-14
1619
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-2,032
1620
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-4,139
1621
– –
-3,489
1622
– –
-244
1623
– –
-1,520
1624
– –
-2,334
1625
– –
-1,578
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