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
426
$602K 0.03%
7,673
+78
427
$595K 0.03%
14,061
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428
$594K 0.03%
37,205
-2,903
429
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3,872
-130
430
$585K 0.03%
6,856
+47
431
$585K 0.03%
8,935
-45
432
$585K 0.03%
10,338
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433
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-307
434
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27,205
-3,920
435
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3,458
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436
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3,549
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437
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30,923
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438
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4,448
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439
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3,286
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440
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441
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1,485
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443
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13,736
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444
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3,889
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445
$559K 0.03%
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446
$558K 0.03%
2,662
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447
$557K 0.03%
2,892
-294
448
$555K 0.03%
14,534
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449
$552K 0.03%
4,701
-812
450
$549K 0.03%
14,143
-7,402
16 17
18
19 20