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
401
$518K 0.04%
14,508
-620
402
$517K 0.04%
16,139
-2,287
403
$515K 0.04%
9,258
-714
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405
$515K 0.04%
3,264
-6,419
406
$514K 0.04%
9,216
-2,750
407
$514K 0.04%
60,397
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408
$514K 0.04%
4,273
-222
409
$512K 0.04%
537
+68
410
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23,660
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411
$511K 0.04%
22,944
-2,331
412
$510K 0.04%
5,510
-335
413
$506K 0.04%
13,024
-697
414
$505K 0.04%
10,913
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415
$505K 0.04%
6,050
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416
$502K 0.03%
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417
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15,207
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418
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5,830
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419
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18,768
+11,447
420
$496K 0.03%
44,856
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421
$494K 0.03%
4,745
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422
$493K 0.03%
33,612
-67,099
423
$492K 0.03%
11,472
+4,236
424
$489K 0.03%
7,418
-452
425
$487K 0.03%
5,422
-231
15 16
17
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