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
1401
$37K ﹤0.01%
5,601
-7,305
1402
$36K ﹤0.01%
2,080
1403
$36K ﹤0.01%
1,523
1404
$36K ﹤0.01%
1,592
-7,230
1405
$36K ﹤0.01%
884
1406
$36K ﹤0.01%
974
1407
$36K ﹤0.01%
535
-3,319
1408
$36K ﹤0.01%
1,038
-1,373
1409
$35K ﹤0.01%
1,970
1410
$35K ﹤0.01%
1,333
1411
$35K ﹤0.01%
2,461
1412
$35K ﹤0.01%
593
1413
$35K ﹤0.01%
822
1414
$35K ﹤0.01%
1,594
1415
$35K ﹤0.01%
6,233
1416
$35K ﹤0.01%
383
1417
$35K ﹤0.01%
498
1418
$35K ﹤0.01%
2,091
-227
1419
$34K ﹤0.01%
3,561
1420
$34K ﹤0.01%
421
1421
$34K ﹤0.01%
874
1422
$34K ﹤0.01%
3,046
1423
$34K ﹤0.01%
2,261
1424
$33K ﹤0.01%
950
1425
$33K ﹤0.01%
1,558
55 56
57
58 59