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
1276
$58K ﹤0.01%
3,284
1277
$57K ﹤0.01%
1,239
+85
1278
$57K ﹤0.01%
1,571
1279
$57K ﹤0.01%
1,647
1280
$57K ﹤0.01%
727
-46
1281
$57K ﹤0.01%
10,898
1282
$56K ﹤0.01%
984
+75
1283
$56K ﹤0.01%
2,000
1284
$56K ﹤0.01%
564
1285
$56K ﹤0.01%
1,799
-936
1286
$56K ﹤0.01%
1,669
-1,537
1287
$55K ﹤0.01%
849
1288
$55K ﹤0.01%
1,959
-4,659
1289
$55K ﹤0.01%
1,106
1290
$55K ﹤0.01%
1,600
+102
1291
$54K ﹤0.01%
2,629
1292
$54K ﹤0.01%
2,337
-4,269
1293
$54K ﹤0.01%
+1,305
1294
$54K ﹤0.01%
1,573
-3,475
1295
$54K ﹤0.01%
820
1296
$53K ﹤0.01%
1,213
1297
$53K ﹤0.01%
1,931
1298
$53K ﹤0.01%
1,304
1299
$53K ﹤0.01%
781
-715
1300
$53K ﹤0.01%
1,800
50 51
52
53 54