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
826
$168K 0.01%
1,192
827
$168K 0.01%
2,268
+813
828
$168K 0.01%
335
+146
829
$168K 0.01%
5,668
+2,452
830
$168K 0.01%
4,754
+2,000
831
$168K 0.01%
4,564
+1,772
832
$167K 0.01%
6,107
+2,589
833
$167K 0.01%
9,095
+3,996
834
$165K 0.01%
11,655
835
$165K 0.01%
5,532
+2,320
836
$164K 0.01%
1,324
837
$164K 0.01%
3,468
+1,416
838
$164K 0.01%
3,260
+2,515
839
$164K 0.01%
7,131
+3,280
840
$164K 0.01%
8,151
+3,432
841
$163K 0.01%
2,795
-1,676
842
$163K 0.01%
5,662
+2,375
843
$163K 0.01%
2,853
+1,203
844
$163K 0.01%
4,818
+2,087
845
$162K 0.01%
10,155
+4,063
846
$162K 0.01%
1,169
+480
847
$162K 0.01%
7,875
+3,118
848
$160K 0.01%
5,511
849
$160K 0.01%
6,766
+2,838
850
$159K 0.01%
11,768
+2,361