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
1676
$8K ﹤0.01%
100
1677
$8K ﹤0.01%
400
1678
$8K ﹤0.01%
521
1679
$8K ﹤0.01%
212
1680
$8K ﹤0.01%
3,907
1681
$8K ﹤0.01%
866
1682
$8K ﹤0.01%
413
1683
$8K ﹤0.01%
773
1684
$8K ﹤0.01%
675
1685
$8K ﹤0.01%
1,901
1686
$7K ﹤0.01%
579
1687
$7K ﹤0.01%
351
1688
$7K ﹤0.01%
1,072
1689
$7K ﹤0.01%
552
1690
$7K ﹤0.01%
546
1691
$7K ﹤0.01%
559
1692
$7K ﹤0.01%
326
1693
$7K ﹤0.01%
1,922
1694
$7K ﹤0.01%
3,000
1695
$7K ﹤0.01%
934
1696
$7K ﹤0.01%
+65
1697
$6K ﹤0.01%
72
1698
$6K ﹤0.01%
14
1699
$6K ﹤0.01%
297
1700
$6K ﹤0.01%
1,530