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
926
$152K 0.01%
4,989
927
$152K 0.01%
8,392
-3,439
928
$151K 0.01%
3,100
929
$151K 0.01%
2,020
-55
930
$151K 0.01%
1,768
931
$151K 0.01%
2,195
-1,462
932
$151K 0.01%
1,516
+696
933
$150K 0.01%
2,940
934
$150K 0.01%
646
-23
935
$150K 0.01%
4,780
936
$149K 0.01%
655
937
$149K 0.01%
5,540
-3,117
938
$149K 0.01%
1,793
+832
939
$149K 0.01%
2,747
940
$149K 0.01%
+5,843
941
$149K 0.01%
4,052
-87
942
$149K 0.01%
3,238
-4,286
943
$149K 0.01%
2,299
-1,639
944
$149K 0.01%
1,101
945
$148K 0.01%
851
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946
$148K 0.01%
2,401
+2,088
947
$148K 0.01%
3,899
948
$148K 0.01%
8,503
949
$148K 0.01%
1,789
950
$148K 0.01%
232
36 37
38
39 40