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
776
$17K ﹤0.01%
161
777
$17K ﹤0.01%
3,350
778
$17K ﹤0.01%
700
779
$17K ﹤0.01%
340
780
$17K ﹤0.01%
550
781
$17K ﹤0.01%
370
-83,228
782
$16K ﹤0.01%
354
783
$16K ﹤0.01%
384
784
$16K ﹤0.01%
1,096
785
$16K ﹤0.01%
+145
786
$16K ﹤0.01%
767
787
$16K ﹤0.01%
200
+75
788
$15K ﹤0.01%
400
789
$15K ﹤0.01%
703
790
$15K ﹤0.01%
900
-257
791
$15K ﹤0.01%
596
792
$15K ﹤0.01%
230
793
$15K ﹤0.01%
420
794
$14K ﹤0.01%
2,610
795
$14K ﹤0.01%
1,820
796
$14K ﹤0.01%
720
797
$14K ﹤0.01%
1,153
798
$14K ﹤0.01%
504
799
$13K ﹤0.01%
1,680
800
$13K ﹤0.01%
334
30 31
32
33 34