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
1351
$43K ﹤0.01%
1,732
+339
1352
$43K ﹤0.01%
2,855
-2,196
1353
$43K ﹤0.01%
1,810
-4,237
1354
$43K ﹤0.01%
517
-728
1355
$42K ﹤0.01%
1,067
1356
$42K ﹤0.01%
1,032
1357
$42K ﹤0.01%
3,156
-2,170
1358
$41K ﹤0.01%
665
-1,511
1359
$41K ﹤0.01%
1,132
1360
$41K ﹤0.01%
603
1361
$41K ﹤0.01%
615
1362
$41K ﹤0.01%
2,243
-7,962
1363
$41K ﹤0.01%
2,741
1364
$41K ﹤0.01%
247
1365
$40K ﹤0.01%
645
1366
$40K ﹤0.01%
1,228
1367
$40K ﹤0.01%
485
-839
1368
$40K ﹤0.01%
960
1369
$40K ﹤0.01%
+1,805
1370
$40K ﹤0.01%
750
1371
$40K ﹤0.01%
525
1372
$40K ﹤0.01%
430
1373
$40K ﹤0.01%
1,364
1374
$39K ﹤0.01%
15,970
-12,445
1375
$39K ﹤0.01%
875
53 54
55
56 57