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
1526
$22K ﹤0.01%
515
1527
$21K ﹤0.01%
1,108
-2,571
1528
$21K ﹤0.01%
1,331
-6,040
1529
$21K ﹤0.01%
777
1530
$21K ﹤0.01%
861
1531
$21K ﹤0.01%
318
1532
$21K ﹤0.01%
1,442
1533
$21K ﹤0.01%
500
1534
$21K ﹤0.01%
+550
1535
$21K ﹤0.01%
924
1536
$21K ﹤0.01%
779
1537
$21K ﹤0.01%
2,661
1538
$20K ﹤0.01%
1,846
1539
$20K ﹤0.01%
870
1540
$20K ﹤0.01%
521
1541
$20K ﹤0.01%
3,550
1542
$20K ﹤0.01%
36
1543
$20K ﹤0.01%
972
1544
$19K ﹤0.01%
938
1545
$19K ﹤0.01%
480
-3,740
1546
$19K ﹤0.01%
12,432
1547
$19K ﹤0.01%
946
1548
$19K ﹤0.01%
588
-2,743
1549
$19K ﹤0.01%
450
-1,026
1550
$19K ﹤0.01%
870
-3,487
60 61
62
63 64