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
1401
$29K ﹤0.01%
684
1402
$29K ﹤0.01%
953
1403
$29K ﹤0.01%
567
+109
1404
$29K ﹤0.01%
843
1405
$28K ﹤0.01%
1,595
1406
$28K ﹤0.01%
3,063
+198
1407
$28K ﹤0.01%
2,194
+90
1408
$28K ﹤0.01%
704
1409
$28K ﹤0.01%
292
+37
1410
$28K ﹤0.01%
960
+47
1411
$28K ﹤0.01%
1,780
+113
1412
$28K ﹤0.01%
1,113
+136
1413
$28K ﹤0.01%
748
1414
$27K ﹤0.01%
1,146
1415
$27K ﹤0.01%
1,125
+118
1416
$27K ﹤0.01%
750
1417
$27K ﹤0.01%
403
1418
$27K ﹤0.01%
6,200
1419
$27K ﹤0.01%
+110
1420
$27K ﹤0.01%
420
+19
1421
$27K ﹤0.01%
727
+43
1422
$27K ﹤0.01%
1,272
1423
$27K ﹤0.01%
1,696
+79
1424
$27K ﹤0.01%
636
1425
$27K ﹤0.01%
149
+59
55 56
57
58 59