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 16.96%
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
176
$2.09M 0.11%
69,320
-5,989
177
$2.09M 0.11%
15,765
+138
178
$2.08M 0.11%
12,033
+228
179
$2.06M 0.11%
6,937
-321
180
$2.06M 0.11%
18,466
-3,562
181
$2.02M 0.11%
31,525
+2,911
182
$2.02M 0.11%
31,049
-117
183
$2.01M 0.11%
19,500
-458
184
$2M 0.11%
55,780
-5,225
185
$1.99M 0.11%
22,228
-442
186
$1.99M 0.11%
4,093
+182
187
$1.99M 0.11%
38,937
-1,107
188
$1.97M 0.11%
40,551
-165
189
$1.97M 0.11%
36,594
-234
190
$1.95M 0.11%
16,656
-116
191
$1.94M 0.1%
37,027
-1,817
192
$1.92M 0.1%
9,912
+161
193
$1.91M 0.1%
38,012
+712
194
$1.9M 0.1%
25,207
-3,104
195
$1.89M 0.1%
29,003
-2,204
196
$1.88M 0.1%
18,696
+402
197
$1.85M 0.1%
36,106
+2,674
198
$1.85M 0.1%
30,280
+1,714
199
$1.84M 0.1%
29,287
-201
200
$1.83M 0.1%
11,352
-212
6 7
8
9 10