LIA

LS Investment Advisors Portfolio holdings

AUM $714M
1-Year Est. Return 21.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
+$71.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,025
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$1.98M
3
+$1.3M
4
BIIB icon
Biogen
BIIB
+$1.28M
5
MAC icon
Macerich
MAC
+$1.24M

Top Sells

1
+$6.33M
2
+$3.35M
3
+$2.64M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.75M
5
SM icon
SM Energy
SM
+$1.62M

Sector Composition

1 Healthcare 16.68%
2 Financials 14.46%
3 Technology 13.57%
4 Industrials 9.41%
5 Consumer Discretionary 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$2K ﹤0.01%
55
927
$2K ﹤0.01%
310
928
$2K ﹤0.01%
80
929
$2K ﹤0.01%
150
930
$2K ﹤0.01%
140
931
$2K ﹤0.01%
50
932
$2K ﹤0.01%
40
933
$2K ﹤0.01%
83
934
$2K ﹤0.01%
30
935
$2K ﹤0.01%
120
936
$2K ﹤0.01%
290
937
$2K ﹤0.01%
72
938
$2K ﹤0.01%
290
939
$2K ﹤0.01%
80
940
$2K ﹤0.01%
360
941
$2K ﹤0.01%
40
942
$1K ﹤0.01%
79
943
$1K ﹤0.01%
60
944
$1K ﹤0.01%
29
945
$1K ﹤0.01%
500
946
$1K ﹤0.01%
40
947
$1K ﹤0.01%
33
948
$1K ﹤0.01%
125
949
$1K ﹤0.01%
529
950
$1K ﹤0.01%
15
36 37
38
39 40