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
526
$374K 0.03%
3,134
-273
527
$371K 0.03%
7,499
+196
528
$370K 0.03%
8,995
-496
529
$370K 0.03%
9,217
-1,422
530
$369K 0.03%
33,147
-1,936
531
$369K 0.03%
3,914
-204
532
$368K 0.03%
7,458
-249
533
$367K 0.03%
8,899
-1,254
534
$367K 0.03%
5,539
+2,333
535
$364K 0.03%
5,420
-20
536
$364K 0.03%
13,186
-183
537
$363K 0.03%
9,520
+1,389
538
$361K 0.03%
14,734
+6,238
539
$360K 0.02%
13,598
+1,038
540
$359K 0.02%
14,299
+119
541
$358K 0.02%
11,366
-267
542
$357K 0.02%
15,524
+3,856
543
$357K 0.02%
2,660
-138
544
$356K 0.02%
8,386
-325
545
$356K 0.02%
15,837
+2,597
546
$356K 0.02%
5,618
+188
547
$353K 0.02%
8,035
+228
548
$350K 0.02%
9,197
+1,960
549
$350K 0.02%
7,372
-3,016
550
$350K 0.02%
3,411
+1,428
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