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
1676
$4K ﹤0.01%
452
1677
$4K ﹤0.01%
293
1678
$4K ﹤0.01%
3,000
1679
$4K ﹤0.01%
994
1680
$4K ﹤0.01%
4,550
1681
$3K ﹤0.01%
550
1682
$3K ﹤0.01%
25
1683
$3K ﹤0.01%
20
1684
$3K ﹤0.01%
434
1685
$3K ﹤0.01%
104
1686
$3K ﹤0.01%
655
1687
$3K ﹤0.01%
100
1688
$3K ﹤0.01%
75
-37
1689
$3K ﹤0.01%
1,130
1690
$3K ﹤0.01%
561
1691
$3K ﹤0.01%
166
1692
$2K ﹤0.01%
375
1693
$2K ﹤0.01%
2,035
1694
$2K ﹤0.01%
1
1695
$2K ﹤0.01%
663
1696
$2K ﹤0.01%
870
1697
$1K ﹤0.01%
29
1698
$1K ﹤0.01%
15
1699
$1K ﹤0.01%
239
1700
$1K ﹤0.01%
88
66 67
68
69 70