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
1626
$9K ﹤0.01%
579
-5,093
1627
$9K ﹤0.01%
1,229
1628
$9K ﹤0.01%
+702
1629
$9K ﹤0.01%
300
1630
$9K ﹤0.01%
523
1631
$9K ﹤0.01%
521
1632
$9K ﹤0.01%
358
1633
$9K ﹤0.01%
334
1634
$9K ﹤0.01%
480
1635
$9K ﹤0.01%
861
1636
$9K ﹤0.01%
4,874
1637
$9K ﹤0.01%
597
1638
$8K ﹤0.01%
1,072
1639
$8K ﹤0.01%
830
1640
$8K ﹤0.01%
200
1641
$8K ﹤0.01%
920
1642
$8K ﹤0.01%
+627
1643
$8K ﹤0.01%
448
-3,726
1644
$8K ﹤0.01%
866
1645
$8K ﹤0.01%
675
1646
$8K ﹤0.01%
2,121
1647
$8K ﹤0.01%
1,192
1648
$7K ﹤0.01%
490
1649
$7K ﹤0.01%
400
1650
$7K ﹤0.01%
1,425
64 65
66
67 68