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
1051
$81K 0.01%
377
+16
1052
$81K 0.01%
1,517
+76
1053
$81K 0.01%
1,346
+115
1054
$80K 0.01%
1,857
1055
$80K 0.01%
2,090
+87
1056
$79K 0.01%
1,153
+35
1057
$79K 0.01%
1,800
+54
1058
$79K 0.01%
5,218
+2,156
1059
$79K 0.01%
856
+27
1060
$78K 0.01%
4,766
+240
1061
$78K 0.01%
1,622
+544
1062
$78K 0.01%
2,265
+469
1063
$77K 0.01%
29,820
+13,420
1064
$77K 0.01%
1,645
+49
1065
$77K 0.01%
3,576
+187
1066
$76K 0.01%
2,097
+116
1067
$76K 0.01%
845
1068
$76K 0.01%
891
1069
$76K 0.01%
3,223
+1,420
1070
$75K 0.01%
1,181
1071
$75K 0.01%
3,704
+128
1072
$75K 0.01%
704
+38
1073
$75K 0.01%
21,004
+9,560
1074
$75K 0.01%
2,271
+927
1075
$74K 0.01%
8,356
+384