LIA

LS Investment Advisors Portfolio holdings

AUM $684M
1-Year Est. Return 16.88%
This Quarter Est. Return
1 Year Est. Return
+16.88%
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
SPDR S&P Dividend ETF
SDY
+$2.97M
5
CELG
Celgene Corp
CELG
+$2.32M

Sector Composition

1 Technology 16.96%
2 Financials 16.07%
3 Healthcare 12.02%
4 Industrials 9.84%
5 Consumer Staples 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.11M 0.17%
23,314
+609
127
$3.07M 0.17%
23,927
+102
128
$2.98M 0.16%
14,858
-72
129
$2.98M 0.16%
53,558
-7,390
130
$2.9M 0.16%
72,075
+3,544
131
$2.87M 0.16%
33,752
-318
132
$2.86M 0.15%
8,843
+303
133
$2.85M 0.15%
12,397
+543
134
$2.85M 0.15%
13,931
+1,099
135
$2.82M 0.15%
7,964
+902
136
$2.77M 0.15%
33,461
-1,126
137
$2.76M 0.15%
49,071
+3,147
138
$2.75M 0.15%
8,457
+1,151
139
$2.73M 0.15%
19,238
+182
140
$2.73M 0.15%
16,772
-56
141
$2.72M 0.15%
83,733
-768
142
$2.7M 0.15%
24,965
+1,121
143
$2.68M 0.14%
23,244
-398
144
$2.67M 0.14%
30,400
+1,962
145
$2.67M 0.14%
81,766
-5,314
146
$2.66M 0.14%
6,836
+2,567
147
$2.63M 0.14%
19,199
-115
148
$2.62M 0.14%
42,982
-189
149
$2.62M 0.14%
1,277
+71
150
$2.6M 0.14%
51,512
-6,274
4 5
6
7 8