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
926
$128K 0.01%
2,367
+123
927
$128K 0.01%
6,053
+2,532
928
$127K 0.01%
2,736
+1,184
929
$127K 0.01%
4,934
+2,168
930
$126K 0.01%
6,005
+2,436
931
$126K 0.01%
5,389
-140
932
$126K 0.01%
5,938
+2,457
933
$126K 0.01%
4,982
+611
934
$125K 0.01%
4,415
+1,864
935
$125K 0.01%
5,637
+2,216
936
$125K 0.01%
2,097
+151
937
$123K 0.01%
2,846
+544
938
$123K 0.01%
4,642
939
$123K 0.01%
13,448
+5,850
940
$123K 0.01%
4,155
-5,313
941
$123K 0.01%
6,631
+2,753
942
$123K 0.01%
8,864
+3,757
943
$122K 0.01%
4,690
+2,041
944
$122K 0.01%
14,861
+6,483
945
$122K 0.01%
+1,430
946
$122K 0.01%
1,978
+820
947
$121K 0.01%
1,849
948
$120K 0.01%
6,653
-2,122
949
$120K 0.01%
4,792
-5,008
950
$120K 0.01%
2,319
+952