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
1251
$64K ﹤0.01%
384
1252
$64K ﹤0.01%
388
-219
1253
$64K ﹤0.01%
2,133
1254
$64K ﹤0.01%
1,427
1255
$64K ﹤0.01%
+7,560
1256
$64K ﹤0.01%
5,732
1257
$64K ﹤0.01%
3,239
1258
$63K ﹤0.01%
858
1259
$63K ﹤0.01%
1,296
-967
1260
$62K ﹤0.01%
2,374
1261
$62K ﹤0.01%
5,477
1262
$62K ﹤0.01%
484
1263
$61K ﹤0.01%
2,378
-87
1264
$60K ﹤0.01%
2,016
1265
$60K ﹤0.01%
2,715
1266
$60K ﹤0.01%
989
+57
1267
$60K ﹤0.01%
1,320
1268
$60K ﹤0.01%
585
1269
$60K ﹤0.01%
664
1270
$60K ﹤0.01%
1,117
-2,841
1271
$60K ﹤0.01%
4,711
1272
$59K ﹤0.01%
2,516
-1,063
1273
$59K ﹤0.01%
1,346
1274
$59K ﹤0.01%
1,864
1275
$58K ﹤0.01%
1,000
49 50
51
52 53