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
1076
$74K 0.01%
1,473
1077
$73K 0.01%
4,107
+1,651
1078
$73K 0.01%
2,474
+54
1079
$73K 0.01%
5,357
+2,334
1080
$73K 0.01%
526
+209
1081
$72K 0.01%
1,610
1082
$72K 0.01%
2,673
1083
$72K 0.01%
1,676
+54
1084
$71K ﹤0.01%
1,368
+84
1085
$71K ﹤0.01%
3,099
1086
$71K ﹤0.01%
471
1087
$71K ﹤0.01%
2,683
+99
1088
$70K ﹤0.01%
2,318
+140
1089
$70K ﹤0.01%
1,233
+6
1090
$70K ﹤0.01%
1,031
1091
$69K ﹤0.01%
1,327
+99
1092
$69K ﹤0.01%
+1,061
1093
$68K ﹤0.01%
2,452
+77
1094
$68K ﹤0.01%
602
+40
1095
$68K ﹤0.01%
4,294
+248
1096
$68K ﹤0.01%
680
1097
$68K ﹤0.01%
2,205
+87
1098
$68K ﹤0.01%
1,903
+124
1099
$68K ﹤0.01%
1,443
+43
1100
$68K ﹤0.01%
4,306
+131