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
1351
$33K ﹤0.01%
4,196
+557
1352
$33K ﹤0.01%
1,273
1353
$33K ﹤0.01%
822
+92
1354
$33K ﹤0.01%
3,405
+348
1355
$33K ﹤0.01%
1,430
1356
$32K ﹤0.01%
1,740
1357
$32K ﹤0.01%
909
1358
$32K ﹤0.01%
1,772
+232
1359
$32K ﹤0.01%
734
1360
$32K ﹤0.01%
1,230
+830
1361
$32K ﹤0.01%
1,116
+58
1362
$32K ﹤0.01%
1,026
+93
1363
$32K ﹤0.01%
13,030
1364
$32K ﹤0.01%
524
+59
1365
$32K ﹤0.01%
1,647
1366
$32K ﹤0.01%
838
+47
1367
$32K ﹤0.01%
1,577
1368
$32K ﹤0.01%
989
+47
1369
$32K ﹤0.01%
577
1370
$32K ﹤0.01%
1,450
1371
$31K ﹤0.01%
580
+500
1372
$31K ﹤0.01%
724
+72
1373
$31K ﹤0.01%
1,360
+84
1374
$31K ﹤0.01%
425
1375
$31K ﹤0.01%
1,978
+105