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
801
$178K 0.01%
5,552
+2,333
802
$178K 0.01%
2,589
+1,064
803
$177K 0.01%
2,544
-129
804
$177K 0.01%
2,579
+1,103
805
$177K 0.01%
2,212
+919
806
$177K 0.01%
3,891
+1,548
807
$177K 0.01%
5,718
808
$177K 0.01%
3,219
+1,366
809
$176K 0.01%
5,459
+2,355
810
$175K 0.01%
5,844
-1,215
811
$175K 0.01%
3,107
+1,232
812
$174K 0.01%
1,694
+660
813
$174K 0.01%
2,892
+82
814
$173K 0.01%
8,798
+3,757
815
$172K 0.01%
29,277
-1,884
816
$172K 0.01%
12,897
+5,383
817
$171K 0.01%
3,746
+1,567
818
$171K 0.01%
25,696
-3,424
819
$171K 0.01%
1,992
+738
820
$170K 0.01%
19,098
+7,731
821
$169K 0.01%
7,475
822
$169K 0.01%
12,996
+5,503
823
$169K 0.01%
3,645
+1,524
824
$168K 0.01%
5,685
+2,450
825
$168K 0.01%
3,217
+1,361