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
451
$443K 0.03%
8,930
+1,883
452
$442K 0.03%
8,580
-926
453
$442K 0.03%
12,278
-2,488
454
$442K 0.03%
2,381
-338
455
$439K 0.03%
31,150
-31,955
456
$438K 0.03%
4,765
+716
457
$437K 0.03%
5,186
-10,740
458
$437K 0.03%
16,952
+1,465
459
$437K 0.03%
5,381
-1,609
460
$434K 0.03%
4,160
+32
461
$434K 0.03%
23,119
+8,553
462
$433K 0.03%
4,421
+13
463
$433K 0.03%
10,624
+124
464
$432K 0.03%
8,804
-305
465
$432K 0.03%
26,846
+6,718
466
$432K 0.03%
2,274
+631
467
$431K 0.03%
6,142
-40
468
$429K 0.03%
10,844
+2,951
469
$429K 0.03%
8,435
+5,423
470
$427K 0.03%
11,472
-3,188
471
$425K 0.03%
15,068
+1,968
472
$424K 0.03%
6,453
-1,745
473
$423K 0.03%
3,344
-106
474
$422K 0.03%
15,309
+2,473
475
$421K 0.03%
3,331
-3,751
17 18
19
20 21