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
651
$305K 0.02%
11,802
+3,020
652
$302K 0.02%
8,212
-130
653
$301K 0.02%
17,014
654
$301K 0.02%
814
+123
655
$301K 0.02%
2,080
+26
656
$300K 0.02%
5,159
657
$300K 0.02%
5,039
+1,627
658
$299K 0.02%
5,308
+1,849
659
$295K 0.02%
2,226
+349
660
$294K 0.02%
257
661
$294K 0.02%
16,346
+11,040
662
$293K 0.02%
8,037
-57
663
$293K 0.02%
1,626
-5
664
$292K 0.02%
2,070
-514
665
$291K 0.02%
7,421
-237
666
$290K 0.02%
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667
$290K 0.02%
4,551
+118
668
$288K 0.02%
2,959
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669
$283K 0.02%
3,815
+275
670
$282K 0.02%
953
671
$282K 0.02%
7,819
-50
672
$281K 0.02%
2,875
-3
673
$280K 0.02%
24,889
-40,565
674
$278K 0.02%
10,529
+3,121
675
$277K 0.01%
3,234
+628
25 26
27
28 29