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
1226
$72K ﹤0.01%
1,906
1227
$71K ﹤0.01%
+1,376
1228
$71K ﹤0.01%
1,383
1229
$71K ﹤0.01%
550
1230
$71K ﹤0.01%
4,804
+101
1231
$71K ﹤0.01%
1,735
1232
$70K ﹤0.01%
713
1233
$69K ﹤0.01%
908
-981
1234
$69K ﹤0.01%
2,360
1235
$69K ﹤0.01%
2,820
-6,702
1236
$69K ﹤0.01%
759
+512
1237
$69K ﹤0.01%
1,406
1238
$69K ﹤0.01%
2,523
1239
$69K ﹤0.01%
1,615
+1,044
1240
$68K ﹤0.01%
6,428
1241
$68K ﹤0.01%
2,220
1242
$67K ﹤0.01%
602
1243
$67K ﹤0.01%
1,578
1244
$67K ﹤0.01%
2,268
+134
1245
$67K ﹤0.01%
2,003
+160
1246
$67K ﹤0.01%
1,578
-102
1247
$66K ﹤0.01%
3,658
+187
1248
$66K ﹤0.01%
716
+42
1249
$66K ﹤0.01%
3,623
+950
1250
$65K ﹤0.01%
965
+51
48 49
50
51 52