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
701
$227K 0.02%
12,856
+6,360
702
$226K 0.02%
6,319
-4,213
703
$226K 0.02%
2,935
+1,212
704
$224K 0.02%
25,189
705
$224K 0.02%
1,591
+664
706
$224K 0.02%
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707
$223K 0.02%
2,833
+1,218
708
$222K 0.02%
10,286
+4,272
709
$222K 0.02%
16,530
+7,106
710
$222K 0.02%
18,010
711
$222K 0.02%
6,800
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712
$220K 0.02%
12,879
+1,263
713
$220K 0.02%
5,800
714
$220K 0.02%
10,506
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715
$220K 0.02%
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$219K 0.02%
7,544
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717
$219K 0.02%
17,349
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718
$217K 0.02%
3,928
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719
$217K 0.02%
14,240
+6,099
720
$217K 0.02%
2,567
+1,078
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$216K 0.02%
4,522
+1,955
722
$214K 0.01%
1,894
+800
723
$214K 0.01%
3,018
+1,294
724
$213K 0.01%
11,551
+4,802
725
$213K 0.01%
13,661
+8,247