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
1601
$11K ﹤0.01%
+744
1602
$11K ﹤0.01%
111
1603
$11K ﹤0.01%
528
1604
$11K ﹤0.01%
569
1605
$11K ﹤0.01%
2,917
1606
$11K ﹤0.01%
128
1607
$10K ﹤0.01%
+17
1608
$10K ﹤0.01%
699
1609
$10K ﹤0.01%
376
-1,049
1610
$10K ﹤0.01%
962
1611
$10K ﹤0.01%
535
1612
$10K ﹤0.01%
613
-1,970
1613
$10K ﹤0.01%
724
1614
$10K ﹤0.01%
750
1615
$10K ﹤0.01%
1,124
1616
$10K ﹤0.01%
200
1617
$10K ﹤0.01%
522
1618
$10K ﹤0.01%
413
1619
$10K ﹤0.01%
497
1620
$10K ﹤0.01%
364
1621
$10K ﹤0.01%
2,272
1622
$10K ﹤0.01%
9,379
1623
$10K ﹤0.01%
1,347
1624
$10K ﹤0.01%
938
1625
$10K ﹤0.01%
59
-90
63 64
65
66 67