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
$1.85B
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
SPDR S&P Dividend ETF
SDY
+$2.97M
5
CELG
Celgene Corp
CELG
+$2.32M

Sector Composition

1 Technology 16.96%
2 Financials 16.07%
3 Healthcare 12.02%
4 Industrials 9.84%
5 Consumer Staples 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.96M 0.32%
132,205
+3,629
77
$5.92M 0.32%
33,437
-674
78
$5.86M 0.32%
55,162
-1,037
79
$5.84M 0.32%
54,323
-27,628
80
$5.8M 0.31%
35,027
+2,031
81
$5.8M 0.31%
72,561
-2,401
82
$5.74M 0.31%
41,851
-27,543
83
$5.61M 0.3%
19,091
+2,013
84
$5.59M 0.3%
21,065
+1,391
85
$5.52M 0.3%
31,314
+2,114
86
$5.42M 0.29%
51,543
+990
87
$5.34M 0.29%
53,619
+1,311
88
$5.33M 0.29%
15,742
+75
89
$5.3M 0.29%
63,273
+59,400
90
$5.2M 0.28%
92,377
+10,979
91
$5.18M 0.28%
40,276
+667
92
$5.16M 0.28%
101,550
-129
93
$5.06M 0.27%
59,572
-9,556
94
$5.04M 0.27%
41,384
+1,710
95
$5.01M 0.27%
74,062
-5,951
96
$5M 0.27%
74,344
+1,572
97
$4.97M 0.27%
108,262
+3,166
98
$4.91M 0.27%
16,458
+617
99
$4.89M 0.26%
23,225
+163
100
$4.84M 0.26%
14,681
+290
2 3
4
5 6