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
1176
$54K ﹤0.01%
1,142
+23
1177
$54K ﹤0.01%
1,260
1178
$54K ﹤0.01%
8,208
1179
$54K ﹤0.01%
463
1180
$54K ﹤0.01%
2,572
+60
1181
$54K ﹤0.01%
1,129
+89
1182
$54K ﹤0.01%
3,645
1183
$53K ﹤0.01%
988
1184
$53K ﹤0.01%
1,527
+137
1185
$53K ﹤0.01%
1,598
+649
1186
$53K ﹤0.01%
1,469
+153
1187
$52K ﹤0.01%
1,425
+118
1188
$52K ﹤0.01%
609
1189
$52K ﹤0.01%
1,879
+77
1190
$52K ﹤0.01%
2,748
1191
$52K ﹤0.01%
3,484
1192
$52K ﹤0.01%
1,511
+122
1193
$52K ﹤0.01%
2,934
+293
1194
$52K ﹤0.01%
161
+5
1195
$51K ﹤0.01%
6,263
1196
$51K ﹤0.01%
1,803
+107
1197
$51K ﹤0.01%
390
1198
$51K ﹤0.01%
+1,498
1199
$51K ﹤0.01%
1,182
+36
1200
$51K ﹤0.01%
2,034
+72