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
926
$134K 0.01%
6,786
+118
927
$134K 0.01%
1,900
+1,093
928
$134K 0.01%
7,434
-36
929
$134K 0.01%
1,073
+1,018
930
$134K 0.01%
3,735
-888
931
$132K 0.01%
4,216
-67
932
$132K 0.01%
1,927
+934
933
$132K 0.01%
2,539
-92
934
$131K 0.01%
5,029
-9
935
$131K 0.01%
8,690
+6,405
936
$130K 0.01%
27,893
-317
937
$130K 0.01%
1,047
-784
938
$130K 0.01%
11,928
+8
939
$129K 0.01%
4,060
-208
940
$129K 0.01%
5,835
-2,685
941
$129K 0.01%
5,134
+2,482
942
$128K 0.01%
1,954
943
$128K 0.01%
1,929
-727
944
$128K 0.01%
10,411
+8,518
945
$127K 0.01%
1,412
+888
946
$127K 0.01%
+5,496
947
$126K 0.01%
5,981
+249
948
$126K 0.01%
8,189
-460
949
$126K 0.01%
940
950
$125K 0.01%
6,277
+733
36 37
38
39 40