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
1251
$54K ﹤0.01%
1,736
1252
$54K ﹤0.01%
6,230
-4,944
1253
$53K ﹤0.01%
2,131
-79
1254
$53K ﹤0.01%
1,832
+82
1255
$53K ﹤0.01%
4,990
-5,405
1256
$53K ﹤0.01%
820
1257
$53K ﹤0.01%
2,683
1258
$52K ﹤0.01%
966
1259
$52K ﹤0.01%
1,174
+898
1260
$52K ﹤0.01%
858
+35
1261
$52K ﹤0.01%
1,314
-107
1262
$52K ﹤0.01%
228
1263
$52K ﹤0.01%
2,441
+191
1264
$51K ﹤0.01%
697
1265
$51K ﹤0.01%
1,239
-937
1266
$51K ﹤0.01%
3,028
1267
$51K ﹤0.01%
1,581
1268
$50K ﹤0.01%
1,166
-651
1269
$50K ﹤0.01%
1,578
-980
1270
$50K ﹤0.01%
1,739
+1,169
1271
$50K ﹤0.01%
980
1272
$49K ﹤0.01%
1,080
-1,934
1273
$49K ﹤0.01%
3,005
1274
$49K ﹤0.01%
2,000
1275
$49K ﹤0.01%
869
49 50
51
52 53