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
176
$1.73M 0.12%
42,202
+2,520
177
$1.73M 0.12%
11,588
-166
178
$1.72M 0.12%
36,601
-1,613
179
$1.71M 0.12%
39,810
-2,922
180
$1.71M 0.12%
18,639
-1,979
181
$1.71M 0.12%
10,686
-255
182
$1.7M 0.12%
60,064
+4,649
183
$1.69M 0.12%
27,945
-5,798
184
$1.68M 0.12%
10,933
-50
185
$1.67M 0.12%
29,361
-2,007
186
$1.65M 0.11%
22,814
-1,556
187
$1.64M 0.11%
75,209
-29,843
188
$1.63M 0.11%
8,071
-1,331
189
$1.62M 0.11%
24,596
-6,611
190
$1.62M 0.11%
32,614
-6,414
191
$1.62M 0.11%
16,586
+184
192
$1.61M 0.11%
24,707
-4,352
193
$1.6M 0.11%
9,218
-1,907
194
$1.59M 0.11%
475,600
-13,520
195
$1.57M 0.11%
10,341
-1,530
196
$1.57M 0.11%
32,611
-3,026
197
$1.56M 0.11%
10,410
-606
198
$1.55M 0.11%
21,096
-2,310
199
$1.55M 0.11%
76,388
-144
200
$1.54M 0.11%
25,165
-5,308
6 7
8
9 10