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
551
$343K 0.02%
6,002
+32
552
$342K 0.02%
7,858
-265
553
$341K 0.02%
4,933
+305
554
$340K 0.02%
5,075
-888
555
$338K 0.02%
3,694
-716
556
$337K 0.02%
4,401
-563
557
$337K 0.02%
8,730
-361
558
$337K 0.02%
9,859
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559
$337K 0.02%
+16,851
560
$336K 0.02%
2,926
-212
561
$335K 0.02%
2,795
+500
562
$335K 0.02%
17,060
563
$334K 0.02%
4,111
-352
564
$332K 0.02%
4,618
+38
565
$331K 0.02%
4,113
+328
566
$329K 0.02%
3,276
-91
567
$328K 0.02%
1,411
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568
$328K 0.02%
11,229
-15,918
569
$327K 0.02%
3,195
-1,835
570
$327K 0.02%
3,918
+60
571
$326K 0.02%
3,466
-9
572
$326K 0.02%
7,755
+280
573
$326K 0.02%
2,878
-802
574
$326K 0.02%
28,732
-2,244
575
$326K 0.02%
5,830
+55
21 22
23
24 25