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
876
$174K 0.01%
2,502
877
$173K 0.01%
3,793
+547
878
$173K 0.01%
8,000
+457
879
$172K 0.01%
2,502
-2,272
880
$172K 0.01%
6,424
-115
881
$172K 0.01%
2,401
882
$171K 0.01%
3,406
+77
883
$171K 0.01%
940
884
$170K 0.01%
+1,647
885
$170K 0.01%
7,414
886
$170K 0.01%
+2,632
887
$169K 0.01%
1,053
-204
888
$169K 0.01%
3,188
-2,405
889
$168K 0.01%
3,390
-175
890
$168K 0.01%
8,283
+7,321
891
$167K 0.01%
5,673
892
$167K 0.01%
4,370
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893
$167K 0.01%
344
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894
$166K 0.01%
1,004
-17
895
$166K 0.01%
3,789
-67
896
$164K 0.01%
1,910
-800
897
$163K 0.01%
2,730
898
$163K 0.01%
2,357
-266
899
$163K 0.01%
1,916
-43
900
$163K 0.01%
2,472
-16
34 35
36
37 38