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
1551
$15K ﹤0.01%
4,448
-4,145
1552
$14K ﹤0.01%
500
1553
$14K ﹤0.01%
1,341
1554
$14K ﹤0.01%
313
-1,110
1555
$14K ﹤0.01%
173
1556
$14K ﹤0.01%
644
-2,992
1557
$14K ﹤0.01%
819
1558
$14K ﹤0.01%
247
1559
$14K ﹤0.01%
587
-3,027
1560
$14K ﹤0.01%
453
1561
$14K ﹤0.01%
487
1562
$14K ﹤0.01%
996
1563
$14K ﹤0.01%
619
-1,723
1564
$14K ﹤0.01%
1,050
1565
$14K ﹤0.01%
45
-163
1566
$14K ﹤0.01%
594
-122
1567
$14K ﹤0.01%
829
1568
$13K ﹤0.01%
50
1569
$13K ﹤0.01%
610
1570
$13K ﹤0.01%
537
1571
$13K ﹤0.01%
711
1572
$13K ﹤0.01%
2,076
1573
$13K ﹤0.01%
86
1574
$13K ﹤0.01%
1,101
1575
$13K ﹤0.01%
104
61 62
63
64 65