LIA

LS Investment Advisors Portfolio holdings

AUM $684M
1-Year Est. Return 16.88%
This Quarter Est. Return
1 Year Est. Return
+16.88%
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
SPDR S&P Dividend ETF
SDY
+$2.97M
5
CELG
Celgene Corp
CELG
+$2.32M

Sector Composition

1 Technology 16.96%
2 Financials 16.07%
3 Healthcare 12.02%
4 Industrials 9.84%
5 Consumer Staples 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.84M 0.42%
53,149
-1,358
52
$7.48M 0.4%
62,465
+1,590
53
$7.33M 0.4%
31,210
+834
54
$7.26M 0.39%
52,786
+1,735
55
$7.19M 0.39%
117,110
+4,599
56
$7.18M 0.39%
94,167
+3,109
57
$7.17M 0.39%
120,980
-10,424
58
$7.12M 0.38%
82,093
-30
59
$7.07M 0.38%
108,740
-717
60
$6.92M 0.37%
40,595
+1,682
61
$6.89M 0.37%
143,713
+1,871
62
$6.88M 0.37%
32,313
+1,578
63
$6.84M 0.37%
106,606
+29,556
64
$6.83M 0.37%
129,211
+2,331
65
$6.74M 0.36%
22,942
+95
66
$6.71M 0.36%
78,399
+12,146
67
$6.7M 0.36%
97,357
+6,710
68
$6.69M 0.36%
53,310
+13,135
69
$6.32M 0.34%
69,805
-57
70
$6.19M 0.33%
76,400
+14,425
71
$6.15M 0.33%
104,347
+4,080
72
$6.06M 0.33%
33,748
+1,494
73
$5.98M 0.32%
21,910
+673
74
$5.98M 0.32%
134,545
+85,125
75
$5.97M 0.32%
128,918
-17,138
1 2
3
4 5