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
1276
$48K ﹤0.01%
1,106
-1,541
1277
$48K ﹤0.01%
867
-850
1278
$48K ﹤0.01%
1,019
1279
$48K ﹤0.01%
1,141
1280
$48K ﹤0.01%
931
1281
$48K ﹤0.01%
1,358
-874
1282
$48K ﹤0.01%
1,850
1283
$48K ﹤0.01%
2,013
1284
$47K ﹤0.01%
325
1285
$47K ﹤0.01%
1,000
1286
$47K ﹤0.01%
1,800
1287
$47K ﹤0.01%
821
1288
$46K ﹤0.01%
1,154
-73
1289
$46K ﹤0.01%
2,050
1290
$46K ﹤0.01%
+870
1291
$46K ﹤0.01%
1,304
+143
1292
$46K ﹤0.01%
963
-542
1293
$46K ﹤0.01%
849
1294
$45K ﹤0.01%
+3,156
1295
$45K ﹤0.01%
+925
1296
$45K ﹤0.01%
1,213
1297
$45K ﹤0.01%
1,304
1298
$44K ﹤0.01%
2,104
-1,784
1299
$44K ﹤0.01%
2,404
+107
1300
$44K ﹤0.01%
3,743
50 51
52
53 54