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
726
$212K 0.01%
4,177
727
$212K 0.01%
2,780
-252
728
$212K 0.01%
1,120
729
$211K 0.01%
6,430
+2,708
730
$211K 0.01%
8,984
+3,571
731
$211K 0.01%
2,128
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732
$209K 0.01%
11,143
+4,574
733
$209K 0.01%
2,968
+1,234
734
$209K 0.01%
2,666
+204
735
$209K 0.01%
4,751
+2,035
736
$208K 0.01%
3,267
+1,370
737
$208K 0.01%
3,118
+1,310
738
$208K 0.01%
12,218
+5,072
739
$208K 0.01%
3,524
+1,476
740
$207K 0.01%
3,322
+1,387
741
$207K 0.01%
2,039
742
$207K 0.01%
2,340
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743
$207K 0.01%
21,218
+8,880
744
$206K 0.01%
14,916
+5,644
745
$206K 0.01%
5,356
+2,278
746
$205K 0.01%
+9,061
747
$205K 0.01%
5,734
748
$204K 0.01%
13,195
+5,534
749
$204K 0.01%
8,083
+485
750
$203K 0.01%
11,828
+3,889