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
1001
$99K 0.01%
2,203
+42
1002
$99K 0.01%
4,003
+1,651
1003
$98K 0.01%
3,931
+1,675
1004
$98K 0.01%
5,414
+2,242
1005
$97K 0.01%
2,442
+186
1006
$97K 0.01%
1,839
+100
1007
$97K 0.01%
1,091
+54
1008
$97K 0.01%
2,891
+172
1009
$96K 0.01%
9,092
+3,613
1010
$96K 0.01%
1,661
+138
1011
$96K 0.01%
1,961
+780
1012
$95K 0.01%
1,592
+31
1013
$95K 0.01%
807
+28
1014
$95K 0.01%
1,278
+121
1015
$95K 0.01%
7,524
1016
$95K 0.01%
555
+228
1017
$94K 0.01%
689
+13
1018
$94K 0.01%
2,025
1019
$94K 0.01%
2,740
+144
1020
$92K 0.01%
2,583
+171
1021
$92K 0.01%
7,568
+3,148
1022
$91K 0.01%
2,777
+1,138
1023
$91K 0.01%
3,974
+126
1024
$91K 0.01%
8,057
+3,314
1025
$90K 0.01%
+1,325