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
551
$348K 0.02%
4,881
+1,303
552
$347K 0.02%
7,082
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$346K 0.02%
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$343K 0.02%
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$339K 0.02%
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559
$339K 0.02%
9,982
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560
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4,239
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561
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4,390
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562
$337K 0.02%
4,500
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$334K 0.02%
17,119
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564
$334K 0.02%
22,536
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$332K 0.02%
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$332K 0.02%
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19,912
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$329K 0.02%
4,148
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$329K 0.02%
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$329K 0.02%
7,281
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572
$329K 0.02%
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573
$329K 0.02%
2,265
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574
$329K 0.02%
3,046
575
$329K 0.02%
5,408
+126