LIA

LS Investment Advisors Portfolio holdings

AUM $714M
1-Year Est. Return 21.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
+$71.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,025
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$1.98M
3
+$1.3M
4
BIIB icon
Biogen
BIIB
+$1.28M
5
MAC icon
Macerich
MAC
+$1.24M

Top Sells

1
+$6.33M
2
+$3.35M
3
+$2.64M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.75M
5
SM icon
SM Energy
SM
+$1.62M

Sector Composition

1 Healthcare 16.68%
2 Financials 14.46%
3 Technology 13.57%
4 Industrials 9.41%
5 Consumer Discretionary 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$96K 0.01%
2,550
677
$95K 0.01%
3,300
678
$94K 0.01%
2,321
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679
$93K 0.01%
1,315
680
$90K 0.01%
4,400
-9,000
681
$86K 0.01%
850
682
$85K 0.01%
680
683
$80K 0.01%
1,610
684
$80K 0.01%
395
685
$78K 0.01%
1,915
686
$78K 0.01%
2,875
-3,000
687
$77K 0.01%
1,500
688
$76K 0.01%
1,980
689
$76K 0.01%
1,261
690
$74K 0.01%
17,798
691
$73K 0.01%
1,360
692
$70K 0.01%
925
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693
$70K 0.01%
2,182
694
$67K 0.01%
504
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695
$66K 0.01%
3,500
696
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1,374
-25
697
$60K ﹤0.01%
6
698
$58K ﹤0.01%
1,140
699
$54K ﹤0.01%
1,180
700
$53K ﹤0.01%
980
26 27
28
29 30