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
1426
$27K ﹤0.01%
397
1427
$27K ﹤0.01%
1,205
1428
$27K ﹤0.01%
2,741
-9,803
1429
$27K ﹤0.01%
2,261
1430
$27K ﹤0.01%
1,237
1431
$27K ﹤0.01%
646
-1,209
1432
$26K ﹤0.01%
5,364
1433
$26K ﹤0.01%
1,094
+165
1434
$26K ﹤0.01%
1,792
1435
$26K ﹤0.01%
759
1436
$26K ﹤0.01%
1,808
-1,679
1437
$26K ﹤0.01%
500
-620
1438
$26K ﹤0.01%
1,331
-1,284
1439
$26K ﹤0.01%
1,632
-6,628
1440
$26K ﹤0.01%
2,485
1441
$26K ﹤0.01%
1,901
+160
1442
$25K ﹤0.01%
244
1443
$25K ﹤0.01%
1,420
-4,210
1444
$25K ﹤0.01%
1,067
1445
$25K ﹤0.01%
1,875
1446
$24K ﹤0.01%
438
-423
1447
$24K ﹤0.01%
1,330
1448
$24K ﹤0.01%
1,310
1449
$24K ﹤0.01%
770
-4,485
1450
$24K ﹤0.01%
3,187
-2,476
56 57
58
59 60