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
801
$175K 0.01%
1,440
-30
802
$174K 0.01%
2,386
-1,571
803
$174K 0.01%
9,971
-4,312
804
$173K 0.01%
+1,924
805
$173K 0.01%
17,562
-228
806
$173K 0.01%
1,530
-359
807
$173K 0.01%
5,002
+2,770
808
$172K 0.01%
4,093
+621
809
$171K 0.01%
1,914
+1,418
810
$170K 0.01%
9,233
+6,698
811
$170K 0.01%
6,212
+5,489
812
$170K 0.01%
7,414
-832
813
$170K 0.01%
2,075
-67
814
$169K 0.01%
3,837
+1,366
815
$168K 0.01%
3,829
+708
816
$168K 0.01%
2,677
-892
817
$168K 0.01%
1,634
-562
818
$168K 0.01%
6,052
-1,968
819
$167K 0.01%
4,317
+239
820
$167K 0.01%
7,084
-3,327
821
$167K 0.01%
5,146
+145
822
$167K 0.01%
29,661
+16,159
823
$166K 0.01%
3,639
+3,104
824
$165K 0.01%
2,355
-64
825
$165K 0.01%
4,000
+1,668
31 32
33
34 35