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
1051
$121K 0.01%
7,021
1052
$121K 0.01%
2,441
1053
$120K 0.01%
6,183
+154
1054
$119K 0.01%
3,504
+1,672
1055
$119K 0.01%
16,137
+12,842
1056
$119K 0.01%
4,889
1057
$118K 0.01%
444
1058
$118K 0.01%
7,544
-79
1059
$117K 0.01%
1,206
+189
1060
$117K 0.01%
1,578
+55
1061
$117K 0.01%
1,497
+939
1062
$117K 0.01%
5,252
+3,319
1063
$116K 0.01%
6,361
-78
1064
$115K 0.01%
1,200
1065
$115K 0.01%
26,244
1066
$115K 0.01%
4,414
+45
1067
$115K 0.01%
773
1068
$115K 0.01%
2,846
-33
1069
$115K 0.01%
1,918
+1,501
1070
$115K 0.01%
2,501
1071
$114K 0.01%
2,469
-1,164
1072
$114K 0.01%
2,989
-282
1073
$113K 0.01%
2,047
-22
1074
$113K 0.01%
986
1075
$113K 0.01%
3,276
-112
41 42
43
44 45