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
426
$472K 0.03%
4,901
-7,957
427
$470K 0.03%
6,821
-183
428
$468K 0.03%
25,333
+7,756
429
$468K 0.03%
13,304
+2,118
430
$464K 0.03%
19,548
+6,696
431
$463K 0.03%
4,735
-677
432
$462K 0.03%
6,848
-2,179
433
$461K 0.03%
9,987
-1,050
434
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4,473
+1,108
435
$460K 0.03%
2,649
-622
436
$458K 0.03%
7,681
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437
$457K 0.03%
3,391
-484
438
$456K 0.03%
3,094
-1,025
439
$452K 0.03%
14,769
+4,987
440
$451K 0.03%
68,738
+35,544
441
$451K 0.03%
4,392
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442
$450K 0.03%
3,150
-218
443
$450K 0.03%
11,627
-2,193
444
$449K 0.03%
14,901
+1,010
445
$447K 0.03%
20,929
+132
446
$447K 0.03%
19,821
+3,554
447
$447K 0.03%
6,082
-3,154
448
$446K 0.03%
2,111
-285
449
$445K 0.03%
5,125
+2,920
450
$444K 0.03%
7,219
-3,056
16 17
18
19 20