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
976
$108K 0.01%
2,493
+1,005
977
$108K 0.01%
4,878
+2,126
978
$108K 0.01%
3,054
+1,280
979
$108K 0.01%
7,994
+3,470
980
$107K 0.01%
2,212
+42
981
$107K 0.01%
1,698
+58
982
$106K 0.01%
8,974
+3,563
983
$106K 0.01%
1,639
+68
984
$106K 0.01%
1,183
985
$105K 0.01%
3,241
+661
986
$104K 0.01%
1,510
+106
987
$104K 0.01%
6,326
+2,486
988
$103K 0.01%
2,524
+1,058
989
$103K 0.01%
+3,636
990
$102K 0.01%
+3,825
991
$102K 0.01%
872
-1,900
992
$102K 0.01%
1,947
+849
993
$102K 0.01%
3,071
+1,236
994
$102K 0.01%
4,647
+1,894
995
$101K 0.01%
1,882
+67
996
$101K 0.01%
8,114
+3,312
997
$100K 0.01%
2,775
+1,174
998
$100K 0.01%
3,034
+1,302
999
$100K 0.01%
26,439
+11,129
1000
$100K 0.01%
3,817
+1,654