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
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,910
New
Increased
Reduced
Closed

Top Buys

1 +$3.27M
2 +$2.05M
3 +$1.48M
4
CY
Cypress Semiconductor
CY
+$1.46M
5
WBA
Walgreens Boots Alliance
WBA
+$1.36M

Top Sells

1 +$2.76M
2 +$1.54M
3 +$1.23M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.16M
5
TWC
TIME WARNER CABLE INC NEW COM STK
TWC
+$1.06M

Sector Composition

1 Healthcare 15.51%
2 Financials 14.16%
3 Technology 12.64%
4 Industrials 11.44%
5 Consumer Staples 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$619K 0.04%
21,874
+1,870
352
$618K 0.04%
13,934
-345
353
$618K 0.04%
18,803
+5,226
354
$614K 0.04%
8,739
+2,501
355
$613K 0.04%
20,550
+109
356
$613K 0.04%
4,911
+1,520
357
$612K 0.04%
26,128
+1,135
358
$610K 0.04%
24,097
+107
359
$607K 0.04%
2,301
+942
360
$601K 0.04%
16,618
+2,120
361
$598K 0.04%
14,537
+658
362
$598K 0.04%
6,598
+1,961
363
$597K 0.04%
19,967
+540
364
$597K 0.04%
3,947
+163
365
$596K 0.04%
4,239
-7,284
366
$595K 0.04%
24,798
-4,042
367
$594K 0.04%
5,876
+219
368
$585K 0.04%
12,678
+3,478
369
$584K 0.04%
40,752
-580
370
$582K 0.04%
52,476
+7,380
371
$581K 0.04%
17,262
+399
372
$572K 0.04%
13,948
+1,618
373
$570K 0.04%
21,294
-1,104
374
$561K 0.04%
16,691
+779
375
$559K 0.04%
475,400
-107,720