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
201
$1.53M 0.11%
25,981
+5,483
202
$1.53M 0.11%
20,189
-518
203
$1.52M 0.11%
16,762
-2,079
204
$1.52M 0.11%
18,645
+723
205
$1.49M 0.1%
17,454
-2,155
206
$1.49M 0.1%
30,965
+749
207
$1.48M 0.1%
37,644
-17,322
208
$1.47M 0.1%
19,560
+1,086
209
$1.46M 0.1%
22,738
+3,335
210
$1.45M 0.1%
22,304
-60
211
$1.45M 0.1%
12,580
+662
212
$1.45M 0.1%
6,470
-1,374
213
$1.45M 0.1%
34,248
-3,419
214
$1.43M 0.1%
13,937
+989
215
$1.41M 0.1%
39,910
+39
216
$1.4M 0.1%
12,856
-873
217
$1.39M 0.1%
35,098
-5,969
218
$1.39M 0.1%
34,598
+2,742
219
$1.38M 0.1%
20,411
-2,272
220
$1.38M 0.1%
95,494
+10,921
221
$1.37M 0.1%
5,576
-950
222
$1.32M 0.09%
11,724
-621
223
$1.32M 0.09%
13,768
-950
224
$1.31M 0.09%
14,505
+8,561
225
$1.31M 0.09%
48,120
-531
7 8
9
10 11