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
1326
$41K ﹤0.01%
1,009
1327
$40K ﹤0.01%
602
1328
$40K ﹤0.01%
960
1329
$40K ﹤0.01%
994
1330
$40K ﹤0.01%
1,506
+83
1331
$40K ﹤0.01%
756
1332
$40K ﹤0.01%
1,206
-1,722
1333
$39K ﹤0.01%
1,860
1334
$39K ﹤0.01%
12,432
1335
$39K ﹤0.01%
2,088
1336
$39K ﹤0.01%
1,032
1337
$39K ﹤0.01%
1,601
1338
$39K ﹤0.01%
1,281
1339
$38K ﹤0.01%
1,199
1340
$38K ﹤0.01%
3,461
+207
1341
$38K ﹤0.01%
1,352
1342
$38K ﹤0.01%
892
1343
$38K ﹤0.01%
1,523
-2,903
1344
$38K ﹤0.01%
2,147
+177
1345
$38K ﹤0.01%
520
1346
$38K ﹤0.01%
1,120
1347
$37K ﹤0.01%
1,154
1348
$37K ﹤0.01%
528
-2,458
1349
$37K ﹤0.01%
1,870
1350
$37K ﹤0.01%
615
-1,402
52 53
54
55 56