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
1626
– –
-1,520
1627
– –
-2,334
1628
– –
-1,578
1629
– –
-72
1630
– –
-4,165
1631
– –
-4,973
1632
– –
-1,313
1633
– –
-1,352
1634
– –
-1,006
1635
– –
-2,905
1636
– –
-5,818
1637
– –
-699
1638
– –
-3,899
1639
– –
-1,328
1640
– –
-2,986
1641
– –
-1,561
1642
– –
-8,392
1643
– –
-1,229
1644
– –
-5,912
1645
– –
-376
1646
– –
-1,690
1647
– –
-1,474
1648
– –
-485
1649
– –
-3,091
62 63 64 65
66