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
576
$328K 0.02%
1,559
577
$328K 0.02%
1,966
+800
578
$327K 0.02%
4,911
+2,067
579
$325K 0.02%
10,514
-205
580
$323K 0.02%
6,874
+824
581
$323K 0.02%
6,716
-8,211
582
$322K 0.02%
5,955
+2,512
583
$321K 0.02%
11,860
+4,623
584
$318K 0.02%
12,215
+2,118
585
$318K 0.02%
4,738
-124
586
$318K 0.02%
10,635
+445
587
$317K 0.02%
4,285
+1,816
588
$316K 0.02%
2,944
+1,189
589
$312K 0.02%
6,270
+2,644
590
$311K 0.02%
2,368
+995
591
$311K 0.02%
5,894
+2,552
592
$311K 0.02%
8,954
+3,699
593
$309K 0.02%
3,831
+1,629
594
$308K 0.02%
15,542
+1,620
595
$308K 0.02%
25,815
-1,274
596
$306K 0.02%
4,557
-160
597
$306K 0.02%
4,125
-24
598
$303K 0.02%
11,660
-27
599
$303K 0.02%
6,094
+2,567
600
$302K 0.02%
9,509
+4,021