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
151
$2.22M 0.13%
25,115
-7,632
152
$2.2M 0.12%
64,980
+1,327
153
$2.2M 0.12%
42,210
-4,373
154
$2.18M 0.12%
19,048
+1,040
155
$2.14M 0.12%
21,429
+73
156
$2.14M 0.12%
68,914
+16,083
157
$2.13M 0.12%
43,988
+793
158
$2.12M 0.12%
9,553
+56
159
$2.12M 0.12%
19,523
-74
160
$2.11M 0.12%
5,092
+62
161
$2.08M 0.12%
22,487
-464
162
$2.08M 0.12%
18,346
+151
163
$2.06M 0.12%
2,715
+1,085
164
$2.05M 0.12%
71,884
-3,438
165
$2.05M 0.12%
7,212
+48
166
$2.04M 0.12%
23,706
+559
167
$2.04M 0.12%
29,499
+658
168
$2M 0.11%
9,948
+444
169
$1.97M 0.11%
19,527
+621
170
$1.93M 0.11%
26,705
-1,148
171
$1.91M 0.11%
33,635
-2,254
172
$1.88M 0.11%
8,459
-147
173
$1.88M 0.11%
6,891
+23
174
$1.86M 0.11%
9,038
-52
175
$1.85M 0.11%
7,374
-153
5 6
7
8 9