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
751
$197K 0.01%
2,923
-35
752
$197K 0.01%
7,492
+63
753
$196K 0.01%
4,824
-108
754
$196K 0.01%
2,534
+75
755
$195K 0.01%
6,873
-59
756
$194K 0.01%
2,440
+43
757
$194K 0.01%
9,371
-2,574
758
$194K 0.01%
2,517
+2
759
$194K 0.01%
28,020
+4,143
760
$194K 0.01%
12,174
+86
761
$193K 0.01%
2,988
-1,509
762
$192K 0.01%
2,888
-2,054
763
$192K 0.01%
4,178
+2,276
764
$191K 0.01%
2,975
+2,130
765
$190K 0.01%
3,191
-89
766
$190K 0.01%
4,176
+2,540
767
$190K 0.01%
1,035
+614
768
$189K 0.01%
4,676
+1,336
769
$188K 0.01%
3,146
-54
770
$188K 0.01%
1,502
+113
771
$188K 0.01%
6,215
+5,177
772
$187K 0.01%
10,114
-254
773
$187K 0.01%
3,053
-52
774
$187K 0.01%
1,201
-81
775
$186K 0.01%
9,634
+204
29 30
31
32 33