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
$1.85B
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,764
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$4.22M
3
+$3.92M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.79M
5
MSFT icon
Microsoft
MSFT
+$1.99M

Top Sells

1
+$5.53M
2
+$3.77M
3
+$3.26M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$2.97M
5
CELG
Celgene Corp
CELG
+$2.32M

Sector Composition

1 Technology 16.93%
2 Financials 16.07%
3 Healthcare 12.02%
4 Industrials 9.86%
5 Consumer Staples 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.14M 0.06%
38,668
+11,040
277
$1.14M 0.06%
5,519
+130
278
$1.14M 0.06%
26,166
+3,207
279
$1.14M 0.06%
15,681
+445
280
$1.13M 0.06%
13,340
+484
281
$1.12M 0.06%
6,589
+681
282
$1.11M 0.06%
9,321
+371
283
$1.1M 0.06%
+14,525
284
$1.09M 0.06%
7,209
+1,062
285
$1.09M 0.06%
21,413
+3,555
286
$1.08M 0.06%
12,980
+317
287
$1.06M 0.06%
9,146
+662
288
$1.06M 0.06%
5,376
+770
289
$1.06M 0.06%
34,496
+947
290
$1.06M 0.06%
18,710
+15,385
291
$1.04M 0.06%
14,142
-767
292
$1.03M 0.06%
11,353
-4,909
293
$1.02M 0.05%
24,695
+2,482
294
$1.02M 0.05%
10,403
-317
295
$1.02M 0.05%
16,576
+2,581
296
$1.01M 0.05%
5,652
+138
297
$1.01M 0.05%
4,249
+208
298
$1.01M 0.05%
39,347
+1,685
299
$1M 0.05%
18,719
+327
300
$996K 0.05%
58,611
+42,355
10 11
12
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