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
1401
$30K ﹤0.01%
106
1402
$30K ﹤0.01%
454
1403
$30K ﹤0.01%
611
1404
$30K ﹤0.01%
1,206
1405
$30K ﹤0.01%
3,537
1406
$29K ﹤0.01%
1,363
-94
1407
$29K ﹤0.01%
1,558
1408
$29K ﹤0.01%
822
1409
$29K ﹤0.01%
708
1410
$29K ﹤0.01%
383
1411
$29K ﹤0.01%
558
1412
$29K ﹤0.01%
498
1413
$29K ﹤0.01%
1,209
-108
1414
$28K ﹤0.01%
630
+48
1415
$28K ﹤0.01%
954
-68
1416
$28K ﹤0.01%
1,776
1417
$28K ﹤0.01%
532
-1,187
1418
$28K ﹤0.01%
431
+325
1419
$28K ﹤0.01%
2,500
1420
$27K ﹤0.01%
892
1421
$27K ﹤0.01%
777
1422
$27K ﹤0.01%
1,132
1423
$27K ﹤0.01%
592
-2,311
1424
$27K ﹤0.01%
593
1425
$27K ﹤0.01%
512
55 56
57
58 59