LIA

LS Investment Advisors Portfolio holdings

AUM $684M
1-Year Est. Return 16.88%
This Quarter Est. Return
1 Year Est. Return
+16.88%
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
26
$11.8M 0.82%
257,413
+6,736
27
$11.6M 0.8%
61,907
+915
28
$11.5M 0.8%
138,194
+2,391
29
$11.1M 0.77%
257,235
-2,879
30
$11.1M 0.77%
91,468
+7,188
31
$10.8M 0.75%
307,820
+4,320
32
$10.8M 0.75%
1,022,603
+138,516
33
$10.8M 0.74%
262,701
+5,725
34
$10.5M 0.73%
833,458
+11,317
35
$10.4M 0.72%
124,663
-849
36
$10.4M 0.72%
56,751
+2,952
37
$10.4M 0.72%
223,658
+9,318
38
$10.2M 0.71%
67,831
+9,795
39
$10.2M 0.71%
69,891
-344
40
$10.1M 0.7%
258,138
+10,207
41
$10.1M 0.7%
135,608
+2,754
42
$9.51M 0.66%
356,872
+523
43
$9.29M 0.64%
204,852
+19,171
44
$8.97M 0.62%
113,373
+3,916
45
$7.81M 0.54%
139,898
+3,791
46
$7.79M 0.54%
125,442
+3,532
47
$7.43M 0.51%
226,435
+4,368
48
$7.1M 0.49%
51,651
+5,506
49
$7.07M 0.49%
48,859
+2,495
50
$6.79M 0.47%
56,431
+4,198
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