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
826
$195K 0.01%
4,444
827
$195K 0.01%
7,994
-102
828
$195K 0.01%
5,567
+4,571
829
$195K 0.01%
28,394
+2,140
830
$194K 0.01%
73,658
+72,233
831
$194K 0.01%
3,001
+2,152
832
$193K 0.01%
20,045
+15,728
833
$193K 0.01%
4,479
+2,000
834
$193K 0.01%
11,543
-69
835
$192K 0.01%
2,703
+1,610
836
$192K 0.01%
7,379
+5,239
837
$192K 0.01%
2,940
-49
838
$192K 0.01%
21,564
-10,004
839
$191K 0.01%
6,126
840
$190K 0.01%
3,378
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841
$190K 0.01%
1,563
+1,351
842
$190K 0.01%
4,108
843
$189K 0.01%
6,205
-38
844
$188K 0.01%
4,137
-1,978
845
$188K 0.01%
+5,684
846
$187K 0.01%
1,949
-214
847
$187K 0.01%
12,048
-298
848
$186K 0.01%
4,139
+1,316
849
$186K 0.01%
2,134
850
$185K 0.01%
2,328
-46
32 33
34
35 36