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
1301
$52K ﹤0.01%
2,543
+158
1302
$52K ﹤0.01%
3,482
1303
$52K ﹤0.01%
465
-1,512
1304
$52K ﹤0.01%
2,472
1305
$52K ﹤0.01%
1,871
-66
1306
$52K ﹤0.01%
3,288
1307
$52K ﹤0.01%
814
1308
$51K ﹤0.01%
1,141
1309
$51K ﹤0.01%
717
1310
$51K ﹤0.01%
3,095
-6,740
1311
$51K ﹤0.01%
1,106
-663
1312
$50K ﹤0.01%
2,050
1313
$50K ﹤0.01%
1,227
-3,351
1314
$50K ﹤0.01%
3,028
1315
$50K ﹤0.01%
1,379
-5,213
1316
$50K ﹤0.01%
1,540
+210
1317
$49K ﹤0.01%
1,928
-160
1318
$49K ﹤0.01%
428
1319
$49K ﹤0.01%
1,107
-3,054
1320
$48K ﹤0.01%
2,447
1321
$48K ﹤0.01%
1,767
1322
$48K ﹤0.01%
1,329
1323
$48K ﹤0.01%
2,000
1324
$48K ﹤0.01%
954
1325
$48K ﹤0.01%
1,027
51 52
53
54 55