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
1126
$63K ﹤0.01%
1,105
1127
$63K ﹤0.01%
1,423
+73
1128
$63K ﹤0.01%
233
1129
$63K ﹤0.01%
2,390
1130
$63K ﹤0.01%
919
1131
$63K ﹤0.01%
4,626
+1,516
1132
$62K ﹤0.01%
3,498
+1,494
1133
$62K ﹤0.01%
2,148
+174
1134
$62K ﹤0.01%
2,697
+1,156
1135
$62K ﹤0.01%
1,887
+96
1136
$61K ﹤0.01%
5,850
+110
1137
$61K ﹤0.01%
511
1138
$61K ﹤0.01%
860
1139
$61K ﹤0.01%
4,862
+1,063
1140
$61K ﹤0.01%
1,255
+89
1141
$61K ﹤0.01%
1,530
+63
1142
$61K ﹤0.01%
3,450
+238
1143
$60K ﹤0.01%
1,712
+102
1144
$60K ﹤0.01%
3,976
+1,666
1145
$60K ﹤0.01%
1,028
+33
1146
$60K ﹤0.01%
688
1147
$59K ﹤0.01%
1,170
+44
1148
$59K ﹤0.01%
1,476
+101
1149
$59K ﹤0.01%
2,092
+124
1150
$59K ﹤0.01%
5,027
-109