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
1126
$96K 0.01%
8,345
1127
$95K 0.01%
2,328
1128
$94K 0.01%
2,905
+50
1129
$94K 0.01%
7,802
+2,610
1130
$94K 0.01%
12,001
-2,103
1131
$94K 0.01%
4,587
1132
$93K 0.01%
2,366
1133
$92K 0.01%
1,058
1134
$92K 0.01%
1,090
1135
$92K 0.01%
1,430
1136
$92K 0.01%
1,762
+1,303
1137
$92K 0.01%
907
1138
$91K ﹤0.01%
1,891
1139
$91K ﹤0.01%
3,723
1140
$91K ﹤0.01%
828
-844
1141
$90K ﹤0.01%
2,673
-2,798
1142
$90K ﹤0.01%
2,017
-1,806
1143
$90K ﹤0.01%
2,766
+378
1144
$90K ﹤0.01%
9,191
-144
1145
$89K ﹤0.01%
2,471
+1,884
1146
$88K ﹤0.01%
1,616
1147
$88K ﹤0.01%
3,651
1148
$88K ﹤0.01%
3,378
+2,898
1149
$87K ﹤0.01%
2,243
1150
$87K ﹤0.01%
2,080
-1,702
44 45
46
47 48