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
401
$511K 0.04%
5,463
-1,462
402
$510K 0.04%
4,757
-722
403
$509K 0.04%
11,603
-2,159
404
$503K 0.04%
5,427
+4,286
405
$501K 0.03%
23,144
+4,411
406
$500K 0.03%
10,449
-111
407
$499K 0.03%
5,974
+132
408
$495K 0.03%
3,874
-319
409
$495K 0.03%
19,256
+2,985
410
$494K 0.03%
3,694
-739
411
$492K 0.03%
10,701
-29,947
412
$492K 0.03%
11,965
-4,198
413
$490K 0.03%
3,306
-848
414
$489K 0.03%
5,352
-261
415
$487K 0.03%
9,019
-2,950
416
$487K 0.03%
1,990
-83
417
$486K 0.03%
12,082
-212
418
$484K 0.03%
5,204
+1,233
419
$480K 0.03%
11,253
+3,944
420
$479K 0.03%
16,660
-1,062
421
$478K 0.03%
9,998
-188
422
$476K 0.03%
2,940
-967
423
$475K 0.03%
12,915
-2,464
424
$475K 0.03%
10,862
+1,198
425
$473K 0.03%
2,362
-72
15 16
17
18 19