LIA

LS Investment Advisors Portfolio holdings

AUM $714M
1-Year Est. Return 21.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
+$71.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,025
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$1.98M
3
+$1.3M
4
BIIB icon
Biogen
BIIB
+$1.28M
5
MAC icon
Macerich
MAC
+$1.24M

Top Sells

1
+$6.33M
2
+$3.35M
3
+$2.64M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.75M
5
SM icon
SM Energy
SM
+$1.62M

Sector Composition

1 Healthcare 16.68%
2 Financials 14.46%
3 Technology 13.57%
4 Industrials 9.41%
5 Consumer Discretionary 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$491K 0.04%
6,751
+614
352
$491K 0.04%
8,837
+769
353
$490K 0.04%
12,905
+1,674
354
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6,399
+406
355
$482K 0.04%
14,072
+134
356
$481K 0.04%
4,745
-9,430
357
$479K 0.04%
14,424
-738
358
$479K 0.04%
3,217
+595
359
$474K 0.04%
39,848
+4,712
360
$473K 0.04%
7,728
+160
361
$471K 0.04%
4,093
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362
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5,917
+685
363
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10,574
+1,164
364
$468K 0.04%
6,166
+229
365
$467K 0.04%
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366
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367
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4,682
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368
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19,012
+2,084
369
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11,046
+1,060
370
$460K 0.04%
21,302
+2,027
371
$460K 0.04%
11,101
-55
372
$457K 0.04%
4,057
+122
373
$456K 0.04%
3,200
374
$455K 0.04%
3,726
+484
375
$454K 0.04%
13,363
+1,547
13 14
15
16 17