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
$1.44B
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
1176
$69K ﹤0.01%
1,147
-137
1177
$69K ﹤0.01%
2,491
+74
1178
$68K ﹤0.01%
3,306
-1,551
1179
$68K ﹤0.01%
1,432
+52
1180
$68K ﹤0.01%
1,791
1181
$68K ﹤0.01%
2,360
-48
1182
$67K ﹤0.01%
1,235
-742
1183
$67K ﹤0.01%
+2,240
1184
$66K ﹤0.01%
+976
1185
$66K ﹤0.01%
454
+18
1186
$66K ﹤0.01%
5,493
-178
1187
$66K ﹤0.01%
1,479
1188
$65K ﹤0.01%
1,072
-90
1189
$65K ﹤0.01%
1,433
1190
$65K ﹤0.01%
1,373
-3,523
1191
$65K ﹤0.01%
2,704
1192
$65K ﹤0.01%
902
-669
1193
$65K ﹤0.01%
3,719
+2,279
1194
$64K ﹤0.01%
1,631
-2,291
1195
$64K ﹤0.01%
3,651
1196
$64K ﹤0.01%
1,571
1197
$64K ﹤0.01%
1,260
1198
$64K ﹤0.01%
+414
1199
$64K ﹤0.01%
9,851
+54
1200
$63K ﹤0.01%
1,963
46 47
48
49 50