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
1451
$24K ﹤0.01%
2,465
-7,166
1452
$24K ﹤0.01%
394
1453
$24K ﹤0.01%
750
1454
$24K ﹤0.01%
2,354
1455
$24K ﹤0.01%
1,933
1456
$23K ﹤0.01%
1,360
1457
$23K ﹤0.01%
781
1458
$23K ﹤0.01%
939
1459
$23K ﹤0.01%
4,317
1460
$23K ﹤0.01%
2,461
1461
$23K ﹤0.01%
1,782
1462
$23K ﹤0.01%
3,401
1463
$23K ﹤0.01%
875
1464
$23K ﹤0.01%
1,605
1465
$23K ﹤0.01%
+857
1466
$22K ﹤0.01%
+675
1467
$22K ﹤0.01%
1,377
1468
$22K ﹤0.01%
370
-1,691
1469
$22K ﹤0.01%
1,311
1470
$22K ﹤0.01%
1,908
-9,944
1471
$22K ﹤0.01%
1,091
-2,506
1472
$22K ﹤0.01%
912
-2,061
1473
$22K ﹤0.01%
12
-1
1474
$21K ﹤0.01%
275
-606
1475
$21K ﹤0.01%
878
57 58
59
60 61