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
876
$147K 0.01%
85,706
+73,090
877
$146K 0.01%
2,055
-66
878
$146K 0.01%
1,908
-9
879
$146K 0.01%
2,610
-63
880
$146K 0.01%
2,299
-940
881
$146K 0.01%
2,625
+2,001
882
$146K 0.01%
10,679
+9,202
883
$145K 0.01%
5,842
-1,651
884
$145K 0.01%
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-5,606
885
$144K 0.01%
3,622
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886
$143K 0.01%
3,338
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887
$143K 0.01%
2,330
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888
$143K 0.01%
16,737
+14,836
889
$143K 0.01%
5,378
+4,026
890
$142K 0.01%
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891
$142K 0.01%
2,305
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892
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3,884
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$141K 0.01%
8,643
-180
894
$141K 0.01%
4,393
+3,095
895
$141K 0.01%
+3,487
896
$141K 0.01%
3,784
-26
897
$141K 0.01%
7,993
-382
898
$141K 0.01%
3,592
-46
899
$141K 0.01%
1,335
-502
900
$141K 0.01%
5,016
+2,230
34 35
36
37 38