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
201
$1.49M 0.08%
11,386
-163
202
$1.48M 0.08%
5,367
+2,882
203
$1.47M 0.08%
15,761
-537
204
$1.46M 0.08%
8,699
+318
205
$1.44M 0.08%
14,072
-2,508
206
$1.42M 0.08%
14,099
-373
207
$1.42M 0.08%
13,928
+34
208
$1.42M 0.08%
8,050
-316
209
$1.4M 0.08%
24,000
+768
210
$1.4M 0.08%
6,682
-155
211
$1.38M 0.08%
1,174
-4
212
$1.38M 0.08%
22,519
-199
213
$1.36M 0.08%
2,431
+124
214
$1.35M 0.08%
12,329
+225
215
$1.35M 0.08%
22,715
+74
216
$1.31M 0.07%
11,884
-440
217
$1.31M 0.07%
11,469
-345
218
$1.31M 0.07%
14,553
+7,785
219
$1.3M 0.07%
3,741
+2,449
220
$1.29M 0.07%
13,815
-1,898
221
$1.29M 0.07%
10,302
-1,186
222
$1.29M 0.07%
755
+32
223
$1.28M 0.07%
26,514
+1,776
224
$1.28M 0.07%
35,448
-3,902
225
$1.28M 0.07%
8,913
-238
7 8
9
10 11