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
1601
$14K ﹤0.01%
1,900
1602
$14K ﹤0.01%
244
1603
$14K ﹤0.01%
1,229
1604
$14K ﹤0.01%
610
1605
$14K ﹤0.01%
+250
1606
$14K ﹤0.01%
1,875
1607
$14K ﹤0.01%
+685
1608
$14K ﹤0.01%
850
1609
$14K ﹤0.01%
+900
1610
$14K ﹤0.01%
868
1611
$14K ﹤0.01%
413
1612
$14K ﹤0.01%
86
1613
$14K ﹤0.01%
744
1614
$14K ﹤0.01%
1,650
1615
$14K ﹤0.01%
1,814
1616
$13K ﹤0.01%
1,341
1617
$13K ﹤0.01%
300
1618
$13K ﹤0.01%
152
-526
1619
$13K ﹤0.01%
718
-8,158
1620
$13K ﹤0.01%
511
1621
$13K ﹤0.01%
1,511
1622
$13K ﹤0.01%
1,497
1623
$13K ﹤0.01%
2,149
1624
$13K ﹤0.01%
3,475
-3,449
1625
$13K ﹤0.01%
1,028
63 64
65
66 67