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
1101
$67K ﹤0.01%
1,805
+111
1102
$67K ﹤0.01%
1,464
1103
$67K ﹤0.01%
4,520
+1,846
1104
$67K ﹤0.01%
139
+57
1105
$67K ﹤0.01%
9,029
+6,233
1106
$67K ﹤0.01%
2,426
-1,515
1107
$67K ﹤0.01%
6,827
+2,946
1108
$67K ﹤0.01%
1,117
+39
1109
$67K ﹤0.01%
1,776
+66
1110
$67K ﹤0.01%
+2,117
1111
$67K ﹤0.01%
1,025
+60
1112
$66K ﹤0.01%
1,456
+80
1113
$66K ﹤0.01%
1,187
1114
$66K ﹤0.01%
+2,312
1115
$66K ﹤0.01%
569
+20
1116
$66K ﹤0.01%
1,072
+39
1117
$65K ﹤0.01%
1,592
+103
1118
$65K ﹤0.01%
7,199
+218
1119
$65K ﹤0.01%
1,200
1120
$65K ﹤0.01%
10,540
1121
$65K ﹤0.01%
4,079
+2,736
1122
$64K ﹤0.01%
980
+31
1123
$64K ﹤0.01%
1,601
1124
$64K ﹤0.01%
5,145
+3,200
1125
$63K ﹤0.01%
980
43 44
45
46 47