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
601
$302K 0.02%
3,815
+1,619
602
$302K 0.02%
35,076
+2,992
603
$301K 0.02%
49,192
+19,872
604
$301K 0.02%
8,461
+3,593
605
$301K 0.02%
5,182
606
$301K 0.02%
6,824
+2,908
607
$300K 0.02%
10,314
+4,246
608
$300K 0.02%
3,149
+1,326
609
$299K 0.02%
11,668
+1,206
610
$299K 0.02%
6,934
-3,296
611
$298K 0.02%
14,316
+6,058
612
$297K 0.02%
8,684
+3,680
613
$297K 0.02%
12,642
+162
614
$296K 0.02%
14,931
+1,537
615
$296K 0.02%
1,396
+541
616
$295K 0.02%
5,725
+2,416
617
$294K 0.02%
5,328
-336
618
$294K 0.02%
4,205
+2,150
619
$292K 0.02%
31,964
+14,204
620
$292K 0.02%
3,542
+205
621
$291K 0.02%
4,529
+348
622
$290K 0.02%
5,101
+2,168
623
$289K 0.02%
3,229
-27
624
$288K 0.02%
9,077
-3,518
625
$286K 0.02%
2,615
+1,062
23 24
25
26 27