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
726
$32K ﹤0.01%
+500
727
$32K ﹤0.01%
+586
728
$32K ﹤0.01%
690
729
$32K ﹤0.01%
460
730
$31K ﹤0.01%
571
-5
731
$31K ﹤0.01%
790
732
$30K ﹤0.01%
440
733
$30K ﹤0.01%
2,796
734
$30K ﹤0.01%
288
+150
735
$30K ﹤0.01%
292
+150
736
$30K ﹤0.01%
650
737
$29K ﹤0.01%
625
738
$29K ﹤0.01%
750
739
$29K ﹤0.01%
639
740
$29K ﹤0.01%
321
+150
741
$28K ﹤0.01%
135
742
$28K ﹤0.01%
405
743
$27K ﹤0.01%
1,957
+8
744
$26K ﹤0.01%
2,000
745
$26K ﹤0.01%
685
746
$26K ﹤0.01%
2,800
747
$26K ﹤0.01%
168
-15
748
$25K ﹤0.01%
375
749
$24K ﹤0.01%
1,860
750
$24K ﹤0.01%
3,270
28 29
30
31 32