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
826
$165K 0.01%
1,728
+208
827
$164K 0.01%
1,820
+904
828
$164K 0.01%
6,262
-2,522
829
$164K 0.01%
2,332
-834
830
$164K 0.01%
2,365
+1,703
831
$163K 0.01%
913
832
$163K 0.01%
2,742
-62
833
$162K 0.01%
4,664
-60
834
$162K 0.01%
5,850
-69
835
$162K 0.01%
13,914
+12,412
836
$162K 0.01%
4,298
+1,419
837
$161K 0.01%
3,185
+2,530
838
$161K 0.01%
18,155
-456
839
$160K 0.01%
3,992
-2,006
840
$160K 0.01%
666
+178
841
$160K 0.01%
3,156
-28
842
$160K 0.01%
6,450
-72
843
$159K 0.01%
2,081
-734
844
$158K 0.01%
2,207
-1,096
845
$158K 0.01%
9,609
-152
846
$158K 0.01%
7,099
+6,058
847
$158K 0.01%
2,126
-693
848
$157K 0.01%
2,578
-407
849
$157K 0.01%
245
-13
850
$157K 0.01%
2,064
-1,395
32 33
34
35 36