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
1426
$26K ﹤0.01%
2,361
+105
1427
$26K ﹤0.01%
996
1428
$26K ﹤0.01%
540
-12
1429
$26K ﹤0.01%
2,371
1430
$26K ﹤0.01%
440
1431
$26K ﹤0.01%
324
+43
1432
$26K ﹤0.01%
885
1433
$26K ﹤0.01%
1,089
1434
$26K ﹤0.01%
969
+68
1435
$26K ﹤0.01%
874
+35
1436
$26K ﹤0.01%
1,184
+55
1437
$26K ﹤0.01%
+1,965
1438
$26K ﹤0.01%
588
+82
1439
$25K ﹤0.01%
1,047
1440
$25K ﹤0.01%
1,276
+173
1441
$25K ﹤0.01%
2,782
+127
1442
$25K ﹤0.01%
1,238
+55
1443
$25K ﹤0.01%
375
1444
$25K ﹤0.01%
603
+31
1445
$25K ﹤0.01%
1,128
+51
1446
$24K ﹤0.01%
394
+19
1447
$24K ﹤0.01%
+950
1448
$24K ﹤0.01%
1,300
+70
1449
$24K ﹤0.01%
2,800
1450
$24K ﹤0.01%
820
56 57
58
59 60