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
1226
$48K ﹤0.01%
1,039
1227
$48K ﹤0.01%
1,423
+99
1228
$48K ﹤0.01%
2,516
1229
$48K ﹤0.01%
8,161
+529
1230
$47K ﹤0.01%
1,208
+48
1231
$47K ﹤0.01%
3,850
1232
$47K ﹤0.01%
2,267
+66
1233
$47K ﹤0.01%
1,722
1234
$47K ﹤0.01%
2,135
+98
1235
$47K ﹤0.01%
972
+58
1236
$46K ﹤0.01%
1,139
1237
$46K ﹤0.01%
1,383
+50
1238
$46K ﹤0.01%
1,984
+74
1239
$46K ﹤0.01%
1,346
+53
1240
$46K ﹤0.01%
2,536
+418
1241
$46K ﹤0.01%
2,937
1242
$46K ﹤0.01%
6,946
+3,041
1243
$46K ﹤0.01%
2,587
1244
$46K ﹤0.01%
850
+38
1245
$45K ﹤0.01%
3,088
+131
1246
$45K ﹤0.01%
1,381
+115
1247
$44K ﹤0.01%
835
-70
1248
$44K ﹤0.01%
1,446
+142
1249
$44K ﹤0.01%
1,536
+134
1250
$44K ﹤0.01%
692