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
1426
$33K ﹤0.01%
831
1427
$33K ﹤0.01%
611
1428
$33K ﹤0.01%
1,145
1429
$33K ﹤0.01%
857
1430
$32K ﹤0.01%
1,352
1431
$32K ﹤0.01%
336
1432
$32K ﹤0.01%
397
1433
$32K ﹤0.01%
7,025
-17,782
1434
$31K ﹤0.01%
1,142
-1,532
1435
$31K ﹤0.01%
954
1436
$31K ﹤0.01%
1,311
1437
$31K ﹤0.01%
1,983
1438
$31K ﹤0.01%
501
-989
1439
$31K ﹤0.01%
398
1440
$31K ﹤0.01%
1,530
-1,884
1441
$31K ﹤0.01%
3,665
1442
$30K ﹤0.01%
995
-2,681
1443
$30K ﹤0.01%
1,102
+112
1444
$30K ﹤0.01%
859
+89
1445
$30K ﹤0.01%
1,808
1446
$30K ﹤0.01%
2,485
1447
$30K ﹤0.01%
9,207
1448
$29K ﹤0.01%
1,360
1449
$29K ﹤0.01%
322
1450
$29K ﹤0.01%
394
56 57
58
59 60