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
851
$158K 0.01%
16,557
+1,794
852
$158K 0.01%
25,562
+10,970
853
$158K 0.01%
1,350
854
$158K 0.01%
3,160
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855
$158K 0.01%
5,560
+2,373
856
$157K 0.01%
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857
$156K 0.01%
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858
$156K 0.01%
2,089
859
$156K 0.01%
12,246
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860
$156K 0.01%
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861
$155K 0.01%
3,402
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$155K 0.01%
4,144
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863
$155K 0.01%
2,972
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864
$154K 0.01%
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$152K 0.01%
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$152K 0.01%
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$152K 0.01%
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$151K 0.01%
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869
$151K 0.01%
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$150K 0.01%
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871
$150K 0.01%
8,648
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872
$150K 0.01%
2,730
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873
$150K 0.01%
2,617
874
$150K 0.01%
2,997
+1,235
875
$150K 0.01%
2,063