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
951
$147K 0.01%
4,694
952
$147K 0.01%
2,565
-738
953
$147K 0.01%
2,263
+1,217
954
$147K 0.01%
1,844
+1,088
955
$146K 0.01%
7,953
+6,523
956
$146K 0.01%
1,900
+994
957
$146K 0.01%
2,577
-18
958
$146K 0.01%
5,453
+215
959
$146K 0.01%
3,967
960
$146K 0.01%
+6,408
961
$146K 0.01%
4,349
+1,186
962
$145K 0.01%
3,470
-957
963
$145K 0.01%
3,358
-25
964
$145K 0.01%
3,340
965
$145K 0.01%
2,045
966
$144K 0.01%
29,495
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967
$144K 0.01%
5,368
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968
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962
969
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13,101
970
$143K 0.01%
6,716
-250
971
$142K 0.01%
4,516
-2,488
972
$142K 0.01%
2,986
973
$142K 0.01%
2,154
+987
974
$142K 0.01%
2,752
+1,785
975
$142K 0.01%
2,268
37 38
39
40 41