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
1451
$29K ﹤0.01%
890
1452
$29K ﹤0.01%
115
1453
$29K ﹤0.01%
200
1454
$29K ﹤0.01%
638
1455
$29K ﹤0.01%
1,792
1456
$29K ﹤0.01%
6,052
1457
$29K ﹤0.01%
708
1458
$29K ﹤0.01%
1,205
1459
$29K ﹤0.01%
532
1460
$29K ﹤0.01%
1,750
-2,036
1461
$29K ﹤0.01%
542
+200
1462
$28K ﹤0.01%
1,234
1463
$28K ﹤0.01%
1,785
1464
$28K ﹤0.01%
993
1465
$28K ﹤0.01%
814
1466
$28K ﹤0.01%
396
1467
$28K ﹤0.01%
759
1468
$28K ﹤0.01%
155
1469
$27K ﹤0.01%
1,466
-5,700
1470
$27K ﹤0.01%
632
1471
$27K ﹤0.01%
1,310
1472
$27K ﹤0.01%
700
-3,138
1473
$27K ﹤0.01%
624
-2,167
1474
$27K ﹤0.01%
982
-2,370
1475
$27K ﹤0.01%
564
-2,608
57 58
59
60 61