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
$1.44B
AUM Growth
-$302M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,934
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$3.6M
3
+$3.28M
4
UNH icon
UnitedHealth
UNH
+$2.44M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.1M

Top Sells

1
+$4.53M
2
+$3.7M
3
+$3.18M
4
ESRX
Express Scripts Holding Company
ESRX
+$2.74M
5
PFE icon
Pfizer
PFE
+$2.49M

Sector Composition

1 Financials 16.03%
2 Technology 15.03%
3 Healthcare 13.55%
4 Industrials 9.44%
5 Consumer Discretionary 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$619K 0.04%
6,783
+65
352
$618K 0.04%
20,458
+2,915
353
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7,455
+1,457
354
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355
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356
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32,509
-1,125
357
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18,524
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358
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16,194
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359
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360
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27,527
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361
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38,276
+1,622
363
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10,084
-1,457
364
$587K 0.04%
18,279
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365
$587K 0.04%
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370
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373
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1,000
-205
374
$563K 0.04%
38,614
+2,560
375
$562K 0.04%
2,682
-259
13 14
15
16 17