LIA

LS Investment Advisors Portfolio holdings

AUM $684M
1-Year Est. Return 16.88%
This Quarter Est. Return
1 Year Est. Return
+16.88%
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
76
$4.27M 0.3%
36,142
-638
77
$4.21M 0.29%
27,287
-2,352
78
$4.2M 0.29%
80,637
-9,771
79
$4.15M 0.29%
31,437
-2,196
80
$4.11M 0.29%
96,180
-3,975
81
$4.02M 0.28%
14,235
+1,359
82
$4.01M 0.28%
51,475
+6,325
83
$3.98M 0.28%
25,284
+1,281
84
$3.95M 0.28%
31,170
+2,639
85
$3.94M 0.27%
75,860
-13,129
86
$3.89M 0.27%
17,701
+1,142
87
$3.84M 0.27%
35,295
+2,809
88
$3.82M 0.27%
22,504
+1,446
89
$3.82M 0.27%
16,892
+1,069
90
$3.76M 0.26%
59,947
-20,947
91
$3.68M 0.26%
30,739
+2,623
92
$3.67M 0.26%
77,026
+3,663
93
$3.58M 0.25%
53,306
+2,084
94
$3.58M 0.25%
11,088
-1,270
95
$3.55M 0.25%
84,624
+5,772
96
$3.47M 0.24%
93,559
97
$3.45M 0.24%
39,948
-4,287
98
$3.44M 0.24%
25,658
99
$3.42M 0.24%
65,960
+4,835
100
$3.35M 0.23%
36,311
+2,744
2 3
4
5 6