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
1326
$36K ﹤0.01%
2,061
+119
1327
$36K ﹤0.01%
1,234
+109
1328
$35K ﹤0.01%
1,995
1329
$35K ﹤0.01%
524
1330
$35K ﹤0.01%
1,768
+104
1331
$35K ﹤0.01%
3,392
+223
1332
$35K ﹤0.01%
794
+23
1333
$35K ﹤0.01%
460
1334
$35K ﹤0.01%
842
+101
1335
$35K ﹤0.01%
648
+28
1336
$35K ﹤0.01%
418
1337
$35K ﹤0.01%
2,942
+270
1338
$35K ﹤0.01%
825
+24
1339
$35K ﹤0.01%
500
1340
$35K ﹤0.01%
600
1341
$35K ﹤0.01%
766
+38
1342
$35K ﹤0.01%
+1,582
1343
$34K ﹤0.01%
1,829
1344
$34K ﹤0.01%
1,090
+109
1345
$34K ﹤0.01%
915
1346
$34K ﹤0.01%
+738
1347
$34K ﹤0.01%
599
+34
1348
$34K ﹤0.01%
1,388
+69
1349
$33K ﹤0.01%
498
+29
1350
$33K ﹤0.01%
+2,755
52 53
54
55 56