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
$1.85B
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
SPDR S&P Dividend ETF
SDY
+$2.97M
5
CELG
Celgene Corp
CELG
+$2.32M

Sector Composition

1 Technology 16.96%
2 Financials 16.07%
3 Healthcare 12.02%
4 Industrials 9.84%
5 Consumer Staples 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1751
-706
1752
-3,245
1753
-1,875
1754
-3,285
1755
-952
1756
-1,283
1757
-1,209
1758
-1,275
1759
-5,304
1760
-1,701
1761
$0 ﹤0.01%
40
-2,657
1762
-23,319
1763
-2,856
1764
-3,537