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
426
$487K 0.03%
9,167
-477
427
$486K 0.03%
3,556
+274
428
$485K 0.03%
11,500
-716
429
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430
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431
$476K 0.03%
10,309
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432
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6,338
-274
433
$472K 0.03%
5,778
+1,437
434
$471K 0.03%
29,086
+2,124
435
$469K 0.03%
5,800
-1,250
436
$466K 0.03%
10,336
+2,098
437
$466K 0.03%
55,400
-1,740
438
$466K 0.03%
9,015
+4,098
439
$465K 0.03%
13,453
+1,557
440
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442
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6,384
+2,272
443
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444
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-186
445
$456K 0.03%
8,861
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446
$455K 0.03%
11,735
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$454K 0.03%
8,334
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448
$453K 0.03%
17,834
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449
$452K 0.03%
14,052
+1,743
450
$451K 0.03%
12,437
-3,194
16 17
18
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