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
676
$239K 0.02%
6,091
-904
677
$238K 0.02%
3,213
-83
678
$236K 0.02%
15,107
+4,473
679
$235K 0.02%
7,012
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680
$233K 0.02%
17,685
-435
681
$233K 0.02%
1,317
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682
$232K 0.02%
4,264
+1,106
683
$232K 0.02%
3,810
+1,346
684
$232K 0.02%
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-774
685
$231K 0.02%
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686
$231K 0.02%
5,036
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687
$229K 0.02%
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688
$229K 0.02%
6,314
+4,613
689
$229K 0.02%
2,882
-3
690
$228K 0.02%
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$228K 0.02%
16,708
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$227K 0.02%
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693
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3,835
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694
$227K 0.02%
9,008
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695
$226K 0.02%
2,956
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696
$225K 0.02%
978
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697
$225K 0.02%
2,852
-175
698
$225K 0.02%
3,769
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699
$224K 0.02%
6,550
700
$224K 0.02%
4,026
-117
26 27
28
29 30