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
1626
$12K ﹤0.01%
364
1627
$12K ﹤0.01%
2,272
1628
$12K ﹤0.01%
699
1629
$12K ﹤0.01%
1,125
1630
$12K ﹤0.01%
276
-957
1631
$12K ﹤0.01%
514
-4,344
1632
$12K ﹤0.01%
537
1633
$12K ﹤0.01%
523
1634
$12K ﹤0.01%
200
1635
$12K ﹤0.01%
241
1636
$12K ﹤0.01%
346
1637
$12K ﹤0.01%
1,901
-15,985
1638
$12K ﹤0.01%
202
1639
$12K ﹤0.01%
334
1640
$11K ﹤0.01%
1,474
1641
$11K ﹤0.01%
+100
1642
$11K ﹤0.01%
1,377
1643
$11K ﹤0.01%
535
1644
$11K ﹤0.01%
655
1645
$11K ﹤0.01%
2,076
1646
$11K ﹤0.01%
425
-2,875
1647
$11K ﹤0.01%
750
1648
$11K ﹤0.01%
111
1649
$11K ﹤0.01%
9,379
1650
$11K ﹤0.01%
764
-5,651
64 65
66
67 68