LIA

LS Investment Advisors Portfolio holdings

AUM $684M
1-Year Est. Return 16.88%
This Quarter Est. Return
1 Year Est. Return
+16.88%
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
101
$3.16M 0.22%
45,121
+1,231
102
$3.16M 0.22%
54,537
+7,256
103
$3.15M 0.22%
58,711
+4,729
104
$3.15M 0.22%
30,222
+2,273
105
$3.15M 0.22%
28,292
-7,177
106
$3.12M 0.22%
67,450
+7,450
107
$3.11M 0.22%
45,417
-539
108
$3.07M 0.21%
3,870
+84
109
$3.03M 0.21%
38,815
+6,012
110
$2.99M 0.21%
40,929
-7,983
111
$2.98M 0.21%
25,000
+488
112
$2.97M 0.21%
75,772
+2,346
113
$2.95M 0.2%
80,549
-4,795
114
$2.77M 0.19%
35,142
+614
115
$2.73M 0.19%
23,726
-3,300
116
$2.72M 0.19%
81,444
+10,097
117
$2.7M 0.19%
37,845
-1,954
118
$2.68M 0.19%
47,800
-1,636
119
$2.67M 0.18%
34,222
+2,811
120
$2.56M 0.18%
38,644
+1,338
121
$2.47M 0.17%
9,938
+255
122
$2.46M 0.17%
116,549
-7,814
123
$2.45M 0.17%
37,472
+12,223
124
$2.43M 0.17%
38,041
+2,443
125
$2.43M 0.17%
20,289
+94
3 4
5
6 7