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
1026
$90K 0.01%
2,850
+462
1027
$89K 0.01%
6,966
+3,160
1028
$89K 0.01%
5,953
+296
1029
$89K 0.01%
2,886
+1,267
1030
$89K 0.01%
3,300
1031
$89K 0.01%
1,752
+95
1032
$89K 0.01%
8,301
+3,392
1033
$89K 0.01%
2,460
+71
1034
$88K 0.01%
1,289
1035
$88K 0.01%
2,339
+123
1036
$88K 0.01%
3,228
+1,194
1037
$88K 0.01%
4,255
+1,961
1038
$87K 0.01%
2,232
+65
1039
$87K 0.01%
6,372
+2,601
1040
$87K 0.01%
1,977
+814
1041
$86K 0.01%
1,548
+238
1042
$86K 0.01%
4,330
+82
1043
$86K 0.01%
3,283
+1,430
1044
$84K 0.01%
3,007
+152
1045
$84K 0.01%
4,890
+2,174
1046
$84K 0.01%
2,920
+248
1047
$83K 0.01%
850
1048
$83K 0.01%
5,000
1049
$82K 0.01%
2,408
+1,040
1050
$81K 0.01%
2,021
+191