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
1251
$44K ﹤0.01%
155
1252
$44K ﹤0.01%
228
1253
$44K ﹤0.01%
893
+36
1254
$44K ﹤0.01%
913
1255
$43K ﹤0.01%
1,065
+92
1256
$43K ﹤0.01%
1,245
1257
$43K ﹤0.01%
1,000
1258
$43K ﹤0.01%
1,443
+571
1259
$43K ﹤0.01%
1,007
+88
1260
$43K ﹤0.01%
1,432
1261
$42K ﹤0.01%
+2,875
1262
$42K ﹤0.01%
2,143
+81
1263
$42K ﹤0.01%
913
+36
1264
$42K ﹤0.01%
2,027
1265
$42K ﹤0.01%
467
+19
1266
$42K ﹤0.01%
583
+24
1267
$42K ﹤0.01%
1,564
+143
1268
$42K ﹤0.01%
2,173
1269
$41K ﹤0.01%
852
+232
1270
$41K ﹤0.01%
663
+21
1271
$41K ﹤0.01%
1,971
1272
$41K ﹤0.01%
1,103
+107
1273
$41K ﹤0.01%
1,674
+65
1274
$41K ﹤0.01%
700
1275
$41K ﹤0.01%
2,847