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
1476
$21K ﹤0.01%
634
-2,120
1477
$21K ﹤0.01%
2,800
1478
$21K ﹤0.01%
366
-761
1479
$21K ﹤0.01%
641
-1,488
1480
$21K ﹤0.01%
192
1481
$21K ﹤0.01%
155
1482
$21K ﹤0.01%
3,780
1483
$21K ﹤0.01%
1,171
1484
$21K ﹤0.01%
9,207
1485
$21K ﹤0.01%
1,814
1486
$21K ﹤0.01%
518
1487
$20K ﹤0.01%
500
-80
1488
$20K ﹤0.01%
1,234
-6,084
1489
$20K ﹤0.01%
829
1490
$20K ﹤0.01%
3,295
-5,743
1491
$20K ﹤0.01%
503
1492
$20K ﹤0.01%
1,740
1493
$20K ﹤0.01%
80
-25
1494
$20K ﹤0.01%
200
-185
1495
$20K ﹤0.01%
931
-2,419
1496
$20K ﹤0.01%
1,275
1497
$19K ﹤0.01%
632
1498
$19K ﹤0.01%
2,973
1499
$19K ﹤0.01%
946
1500
$19K ﹤0.01%
1,758
58 59
60
61 62