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
1326
$48K ﹤0.01%
1,272
-2,255
1327
$47K ﹤0.01%
1,551
1328
$47K ﹤0.01%
1,498
1329
$46K ﹤0.01%
782
-1,475
1330
$46K ﹤0.01%
546
-658
1331
$46K ﹤0.01%
899
-1,710
1332
$46K ﹤0.01%
1,423
1333
$46K ﹤0.01%
1,490
-2,151
1334
$46K ﹤0.01%
1,040
1335
$46K ﹤0.01%
292
1336
$46K ﹤0.01%
6,230
1337
$45K ﹤0.01%
925
1338
$45K ﹤0.01%
930
+423
1339
$45K ﹤0.01%
1,206
1340
$45K ﹤0.01%
1,581
1341
$45K ﹤0.01%
273
1342
$44K ﹤0.01%
3,187
1343
$44K ﹤0.01%
1,190
1344
$44K ﹤0.01%
969
1345
$44K ﹤0.01%
483
1346
$44K ﹤0.01%
1,323
1347
$44K ﹤0.01%
1,791
1348
$44K ﹤0.01%
5,374
-4,199
1349
$44K ﹤0.01%
1,506
1350
$43K ﹤0.01%
2,948
52 53
54
55 56