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
776
$185K 0.01%
9,179
-42
777
$185K 0.01%
4,007
-77
778
$184K 0.01%
3,119
-4
779
$184K 0.01%
4,632
-5
780
$182K 0.01%
2,833
-54
781
$180K 0.01%
3,051
+2,116
782
$180K 0.01%
5,703
-72
783
$180K 0.01%
5,433
-492
784
$180K 0.01%
4,386
-83
785
$179K 0.01%
2,813
+466
786
$178K 0.01%
2,752
-1,061
787
$178K 0.01%
4,198
-127
788
$178K 0.01%
9,767
-12
789
$178K 0.01%
3,706
+2,637
790
$177K 0.01%
2,287
-52
791
$177K 0.01%
6,126
+2,250
792
$177K 0.01%
5,687
-145
793
$176K 0.01%
8,494
+6,710
794
$176K 0.01%
7,918
-5,389
795
$176K 0.01%
4,803
-731
796
$176K 0.01%
2,706
+1,435
797
$176K 0.01%
3,260
+2,860
798
$176K 0.01%
12,026
+968
799
$175K 0.01%
7,648
-3,613
800
$175K 0.01%
2,004
-665
30 31
32
33 34