LIA

LS Investment Advisors Portfolio holdings

AUM $684M
1-Year Est. Return 16.88%
This Quarter Est. Return
1 Year Est. Return
+16.88%
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
51
$6.35M 0.44%
124,040
+3,723
52
$5.93M 0.41%
80,632
-652
53
$5.89M 0.41%
95,119
+8,188
54
$5.83M 0.4%
106,046
+4,696
55
$5.77M 0.4%
62,771
+5,552
56
$5.74M 0.4%
78,466
+6,958
57
$5.55M 0.38%
137,669
+1,824
58
$5.49M 0.38%
225,597
+22,905
59
$5.31M 0.37%
46,470
+1,245
60
$5.1M 0.35%
63,389
+8,541
61
$5.06M 0.35%
60,820
+16,341
62
$5.05M 0.35%
139,876
+3,412
63
$4.95M 0.34%
97,585
+3,431
64
$4.84M 0.33%
34,966
+5,003
65
$4.79M 0.33%
166,816
+8,024
66
$4.75M 0.33%
63,419
+3,554
67
$4.71M 0.33%
90,203
+3,169
68
$4.67M 0.32%
87,546
+7,714
69
$4.66M 0.32%
44,708
+600
70
$4.6M 0.32%
65,928
+2,410
71
$4.57M 0.32%
19,434
+1,340
72
$4.57M 0.32%
31,481
+758
73
$4.53M 0.31%
44,744
+2,845
74
$4.49M 0.31%
114,202
+11,179
75
$4.42M 0.31%
180,116
+19,696
1 2
3
4 5