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 17.95%
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
176
$1.85M 0.11%
33,714
-399
177
$1.84M 0.1%
7,634
+460
178
$1.84M 0.1%
39,227
+814
179
$1.82M 0.1%
23,060
+1,129
180
$1.81M 0.1%
18,051
+315
181
$1.76M 0.1%
27,783
+924
182
$1.76M 0.1%
10,563
+430
183
$1.75M 0.1%
3,611
+110
184
$1.75M 0.1%
8,175
-8
185
$1.71M 0.1%
30,902
+965
186
$1.66M 0.09%
5,083
+212
187
$1.65M 0.09%
20,573
+1,646
188
$1.64M 0.09%
27,104
+1,562
189
$1.57M 0.09%
41,190
+1,707
190
$1.56M 0.09%
28,750
+1,321
191
$1.54M 0.09%
4,884
+163
192
$1.54M 0.09%
38,378
-3,254
193
$1.54M 0.09%
8,295
-263
194
$1.53M 0.09%
18,630
+593
195
$1.53M 0.09%
16,553
+800
196
$1.52M 0.09%
19,031
-397
197
$1.51M 0.09%
51,133
+1,746
198
$1.51M 0.09%
39,470
+208
199
$1.5M 0.08%
3,906
-1,447
200
$1.49M 0.08%
12,914
+756
6 7
8
9 10