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
1376
$31K ﹤0.01%
1,262
+80
1377
$31K ﹤0.01%
3,140
1378
$31K ﹤0.01%
385
1379
$31K ﹤0.01%
1,237
+151
1380
$30K ﹤0.01%
+386
1381
$30K ﹤0.01%
2,657
1382
$30K ﹤0.01%
591
+71
1383
$30K ﹤0.01%
537
+19
1384
$30K ﹤0.01%
488
+28
1385
$30K ﹤0.01%
1,588
+171
1386
$30K ﹤0.01%
715
1387
$30K ﹤0.01%
292
1388
$30K ﹤0.01%
116
+4
1389
$30K ﹤0.01%
1,088
1390
$30K ﹤0.01%
+475
1391
$30K ﹤0.01%
714
+59
1392
$29K ﹤0.01%
967
+51
1393
$29K ﹤0.01%
2,089
+528
1394
$29K ﹤0.01%
+310
1395
$29K ﹤0.01%
883
1396
$29K ﹤0.01%
2,403
1397
$29K ﹤0.01%
1,434
+234
1398
$29K ﹤0.01%
321
1399
$29K ﹤0.01%
477
+27
1400
$29K ﹤0.01%
2,648
+360