LIA

LS Investment Advisors Portfolio holdings

AUM $684M
1-Year Est. Return 16.88%
This Quarter Est. Return
1 Year Est. Return
+16.88%
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
151
$2.03M 0.14%
41,180
-5,160
152
$2.01M 0.14%
7,025
+1,360
153
$2M 0.14%
1,164
+318
154
$2M 0.14%
23,834
+3,711
155
$2M 0.14%
11,958
+2
156
$1.98M 0.14%
77,660
-12,670
157
$1.96M 0.14%
30,096
-7,139
158
$1.94M 0.14%
21,835
-691
159
$1.94M 0.13%
50,786
+800
160
$1.93M 0.13%
70,530
-13,050
161
$1.93M 0.13%
30,926
-13,042
162
$1.88M 0.13%
19,759
-1,073
163
$1.86M 0.13%
40,897
-1,356
164
$1.85M 0.13%
28,739
-3,399
165
$1.85M 0.13%
19,711
-2,951
166
$1.84M 0.13%
21,406
-6,437
167
$1.84M 0.13%
25,919
-1,852
168
$1.83M 0.13%
54,805
-6,900
169
$1.81M 0.13%
12,449
-1,741
170
$1.81M 0.13%
40,712
+19,849
171
$1.8M 0.13%
54,211
-24,383
172
$1.8M 0.13%
23,929
+10,415
173
$1.79M 0.12%
15,309
-691
174
$1.76M 0.12%
21,217
+429
175
$1.74M 0.12%
15,126
-1,046
5 6
7
8 9