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
701
$259K 0.01%
15,666
-260
702
$258K 0.01%
1,756
+1,043
703
$257K 0.01%
11,820
+2,160
704
$256K 0.01%
4,840
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705
$255K 0.01%
5,448
-59
706
$254K 0.01%
5,183
-69
707
$253K 0.01%
2,057
+407
708
$253K 0.01%
2,736
+172
709
$253K 0.01%
3,928
+124
710
$252K 0.01%
18,567
-197
711
$252K 0.01%
10,862
+10,138
712
$252K 0.01%
2,177
-526
713
$251K 0.01%
3,477
-804
714
$249K 0.01%
60,446
+53,305
715
$249K 0.01%
2,934
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716
$247K 0.01%
4,620
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717
$246K 0.01%
3,179
-52
718
$246K 0.01%
+9,931
719
$246K 0.01%
1,317
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720
$246K 0.01%
6,550
721
$246K 0.01%
5,800
-25
722
$244K 0.01%
2,228
-49
723
$244K 0.01%
3,142
-43
724
$244K 0.01%
2,612
-32
725
$242K 0.01%
+2,523
27 28
29
30 31