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
1576
$17K ﹤0.01%
597
1577
$16K ﹤0.01%
817
1578
$16K ﹤0.01%
819
1579
$16K ﹤0.01%
1,281
1580
$16K ﹤0.01%
711
1581
$16K ﹤0.01%
487
1582
$16K ﹤0.01%
641
1583
$16K ﹤0.01%
920
1584
$16K ﹤0.01%
1,123
1585
$16K ﹤0.01%
3,401
1586
$16K ﹤0.01%
2,545
1587
$15K ﹤0.01%
569
1588
$15K ﹤0.01%
882
1589
$15K ﹤0.01%
1,908
1590
$15K ﹤0.01%
619
1591
$15K ﹤0.01%
1,086
1592
$15K ﹤0.01%
42
-334
1593
$15K ﹤0.01%
1,050
1594
$15K ﹤0.01%
+125
1595
$15K ﹤0.01%
1,101
1596
$14K ﹤0.01%
518
-2,254
1597
$14K ﹤0.01%
3,780
1598
$14K ﹤0.01%
1,440
-2,427
1599
$14K ﹤0.01%
4,681
1600
$14K ﹤0.01%
1,347
62 63
64
65 66