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
801
$12K ﹤0.01%
1,850
802
$12K ﹤0.01%
960
803
$12K ﹤0.01%
1,100
804
$12K ﹤0.01%
220
805
$12K ﹤0.01%
120
806
$12K ﹤0.01%
90
807
$12K ﹤0.01%
800
808
$12K ﹤0.01%
470
809
$11K ﹤0.01%
360
810
$11K ﹤0.01%
189
+3
811
$11K ﹤0.01%
100
812
$11K ﹤0.01%
800
813
$11K ﹤0.01%
740
814
$10K ﹤0.01%
273
815
$10K ﹤0.01%
540
816
$10K ﹤0.01%
107
817
$10K ﹤0.01%
1,720
818
$10K ﹤0.01%
600
819
$10K ﹤0.01%
280
820
$10K ﹤0.01%
2,450
821
$10K ﹤0.01%
270
822
$10K ﹤0.01%
700
823
$10K ﹤0.01%
600
824
$9K ﹤0.01%
134
825
$9K ﹤0.01%
250
31 32
33
34 35