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
1376
$39K ﹤0.01%
587
1377
$39K ﹤0.01%
3,864
-9,802
1378
$39K ﹤0.01%
1,134
1379
$39K ﹤0.01%
582
1380
$39K ﹤0.01%
+3,685
1381
$38K ﹤0.01%
2,334
1382
$38K ﹤0.01%
892
1383
$38K ﹤0.01%
3,076
1384
$38K ﹤0.01%
994
1385
$38K ﹤0.01%
1,812
1386
$38K ﹤0.01%
945
-1,594
1387
$38K ﹤0.01%
321
1388
$37K ﹤0.01%
1,395
+214
1389
$37K ﹤0.01%
1,120
1390
$37K ﹤0.01%
636
-777
1391
$37K ﹤0.01%
2,491
1392
$37K ﹤0.01%
3,461
1393
$37K ﹤0.01%
809
1394
$37K ﹤0.01%
1,349
-1,051
1395
$37K ﹤0.01%
2,590
1396
$37K ﹤0.01%
1,902
1397
$37K ﹤0.01%
1,281
1398
$37K ﹤0.01%
649
1399
$37K ﹤0.01%
4,335
1400
$37K ﹤0.01%
1,399
-4,338
54 55
56
57 58