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
1476
$27K ﹤0.01%
1,202
1477
$27K ﹤0.01%
1,000
-10,264
1478
$26K ﹤0.01%
808
1479
$26K ﹤0.01%
1,261
1480
$26K ﹤0.01%
675
1481
$26K ﹤0.01%
873
1482
$26K ﹤0.01%
80
1483
$26K ﹤0.01%
553
1484
$26K ﹤0.01%
2,465
1485
$26K ﹤0.01%
1,664
-4,571
1486
$26K ﹤0.01%
1,628
-2,677
1487
$26K ﹤0.01%
965
-669
1488
$25K ﹤0.01%
655
-2,739
1489
$25K ﹤0.01%
7,735
-6,060
1490
$25K ﹤0.01%
700
1491
$25K ﹤0.01%
503
1492
$25K ﹤0.01%
2,973
1493
$25K ﹤0.01%
517
-113
1494
$25K ﹤0.01%
1,758
1495
$25K ﹤0.01%
568
1496
$25K ﹤0.01%
104
1497
$25K ﹤0.01%
754
-1,635
1498
$25K ﹤0.01%
518
1499
$24K ﹤0.01%
880
1500
$24K ﹤0.01%
1,330
58 59
60
61 62