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
851
$184K 0.01%
9,573
+291
852
$183K 0.01%
1,927
-38
853
$183K 0.01%
2,548
854
$183K 0.01%
1,820
+1,326
855
$183K 0.01%
2,582
-1,589
856
$183K 0.01%
4,072
-1,154
857
$183K 0.01%
5,179
+3,508
858
$181K 0.01%
12,488
+2,750
859
$181K 0.01%
2,774
860
$181K 0.01%
15,516
861
$181K 0.01%
4,352
+1,263
862
$180K 0.01%
1,429
-49
863
$180K 0.01%
2,290
864
$179K 0.01%
5,292
-99
865
$179K 0.01%
3,178
+2,024
866
$179K 0.01%
5,392
+4,685
867
$179K 0.01%
2,092
-33
868
$179K 0.01%
3,977
+127
869
$177K 0.01%
+3,161
870
$177K 0.01%
1,591
-43
871
$177K 0.01%
2,107
+1,088
872
$177K 0.01%
5,977
-308
873
$177K 0.01%
+6,407
874
$176K 0.01%
12,402
+1,799
875
$176K 0.01%
5,872
33 34
35
36 37