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
1201
$51K ﹤0.01%
890
+65
1202
$51K ﹤0.01%
1,931
+170
1203
$51K ﹤0.01%
1,353
+84
1204
$50K ﹤0.01%
2,003
+104
1205
$50K ﹤0.01%
1,039
+90
1206
$50K ﹤0.01%
2,194
+149
1207
$50K ﹤0.01%
1,119
+46
1208
$50K ﹤0.01%
1,560
+56
1209
$50K ﹤0.01%
+1,009
1210
$50K ﹤0.01%
1,803
1211
$50K ﹤0.01%
4,428
+148
1212
$50K ﹤0.01%
465
1213
$50K ﹤0.01%
2,130
+87
1214
$50K ﹤0.01%
4,230
1215
$49K ﹤0.01%
626
+49
1216
$49K ﹤0.01%
1,098
1217
$49K ﹤0.01%
768
-12
1218
$49K ﹤0.01%
1,180
1219
$49K ﹤0.01%
16
+1
1220
$49K ﹤0.01%
1,821
1221
$49K ﹤0.01%
1,884
+84
1222
$49K ﹤0.01%
2,908
+205
1223
$49K ﹤0.01%
3,185
+146
1224
$49K ﹤0.01%
+2,335
1225
$49K ﹤0.01%
561
+36