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
1151
$87K ﹤0.01%
2,580
-182
1152
$87K ﹤0.01%
1,411
-579
1153
$87K ﹤0.01%
2,650
1154
$86K ﹤0.01%
3,404
+44
1155
$86K ﹤0.01%
1,610
1156
$86K ﹤0.01%
2,791
1157
$86K ﹤0.01%
4,725
-5,633
1158
$86K ﹤0.01%
+501
1159
$86K ﹤0.01%
+508
1160
$86K ﹤0.01%
520
+17
1161
$86K ﹤0.01%
749
-558
1162
$85K ﹤0.01%
2,082
1163
$85K ﹤0.01%
1,051
-1,101
1164
$85K ﹤0.01%
2,263
1165
$85K ﹤0.01%
9,645
-14,117
1166
$84K ﹤0.01%
733
+36
1167
$84K ﹤0.01%
2,231
1168
$84K ﹤0.01%
454
1169
$84K ﹤0.01%
6,693
1170
$84K ﹤0.01%
2,818
+649
1171
$84K ﹤0.01%
+13,841
1172
$84K ﹤0.01%
2,849
-2,374
1173
$83K ﹤0.01%
998
-1,184
1174
$83K ﹤0.01%
+4,187
1175
$83K ﹤0.01%
1,055
-928
45 46
47
48 49