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
676
$244K 0.02%
5,594
+2,190
677
$243K 0.02%
8,193
+3,340
678
$242K 0.02%
12,305
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$241K 0.02%
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680
$240K 0.02%
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+162
681
$239K 0.02%
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682
$238K 0.02%
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683
$237K 0.02%
7,741
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684
$236K 0.02%
7,556
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685
$235K 0.02%
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686
$233K 0.02%
20,529
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687
$231K 0.02%
2,747
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688
$231K 0.02%
12,989
+213
689
$231K 0.02%
3,152
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690
$230K 0.02%
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691
$230K 0.02%
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692
$229K 0.02%
3,877
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693
$229K 0.02%
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694
$229K 0.02%
6,537
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695
$228K 0.02%
5,682
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$227K 0.02%
3,763
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697
$227K 0.02%
3,347
-78
698
$227K 0.02%
5,235
699
$227K 0.02%
5,661
-4,398
700
$227K 0.02%
7,853
+3,485