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
$1.85B
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
State Street SPDR S&P Dividend ETF
SDY
+$2.97M
5
CELG
Celgene Corp
CELG
+$2.32M

Sector Composition

1 Technology 16.93%
2 Financials 16.07%
3 Healthcare 12.02%
4 Industrials 9.86%
5 Consumer Staples 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$212K 0.01%
9,531
-4,896
777
$211K 0.01%
2,485
-1,865
778
$211K 0.01%
2,533
-38
779
$210K 0.01%
2,830
+14
780
$210K 0.01%
2,379
781
$210K 0.01%
2,871
782
$210K 0.01%
2,451
+73
783
$209K 0.01%
4,690
+129
784
$209K 0.01%
8,255
+6,750
785
$208K 0.01%
16,384
-248
786
$208K 0.01%
3,723
+161
787
$208K 0.01%
3,195
+938
788
$208K 0.01%
9,832
+7,083
789
$208K 0.01%
642
-172
790
$208K 0.01%
2,591
+1,429
791
$207K 0.01%
2,547
-45
792
$207K 0.01%
4,888
-200
793
$207K 0.01%
1,847
+10
794
$206K 0.01%
8,769
-3,229
795
$206K 0.01%
8,045
796
$206K 0.01%
1,616
797
$206K 0.01%
2,907
+16
798
$205K 0.01%
1,960
+1,522
799
$205K 0.01%
+7,114
800
$205K 0.01%
+5,090
30 31
32
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