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
1651
$10K ﹤0.01%
463
1652
$10K ﹤0.01%
392
1653
$10K ﹤0.01%
217
-2,115
1654
$10K ﹤0.01%
453
1655
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237
1656
$10K ﹤0.01%
1,226
1657
$10K ﹤0.01%
45
1658
$10K ﹤0.01%
594
1659
$10K ﹤0.01%
497
1660
$10K ﹤0.01%
+500
1661
$10K ﹤0.01%
128
1662
$9K ﹤0.01%
376
1663
$9K ﹤0.01%
702
1664
$9K ﹤0.01%
766
1665
$9K ﹤0.01%
626
-5,072
1666
$9K ﹤0.01%
725
1667
$9K ﹤0.01%
1,670
1668
$9K ﹤0.01%
106
1669
$9K ﹤0.01%
358
1670
$9K ﹤0.01%
254
1671
$9K ﹤0.01%
994
1672
$9K ﹤0.01%
544
1673
$9K ﹤0.01%
7,194
1674
$8K ﹤0.01%
657
1675
$8K ﹤0.01%
1,842