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
751
$203K 0.01%
1,394
752
$202K 0.01%
5,575
753
$202K 0.01%
9,943
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$201K 0.01%
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755
$201K 0.01%
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$201K 0.01%
4,655
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$200K 0.01%
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$200K 0.01%
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$199K 0.01%
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$199K 0.01%
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$198K 0.01%
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763
$198K 0.01%
5,130
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$197K 0.01%
7,069
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$197K 0.01%
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$197K 0.01%
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$197K 0.01%
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$196K 0.01%
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$196K 0.01%
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770
$195K 0.01%
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$194K 0.01%
14,107
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772
$194K 0.01%
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+1,131
773
$193K 0.01%
3,740
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774
$193K 0.01%
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775
$193K 0.01%
3,482
+1,416