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
1451
$24K ﹤0.01%
6,474
1452
$24K ﹤0.01%
1,230
1453
$24K ﹤0.01%
2,123
1454
$24K ﹤0.01%
949
1455
$24K ﹤0.01%
+1,223
1456
$23K ﹤0.01%
+352
1457
$23K ﹤0.01%
886
1458
$23K ﹤0.01%
370
+48
1459
$23K ﹤0.01%
504
1460
$23K ﹤0.01%
1,344
1461
$23K ﹤0.01%
3,455
+266
1462
$23K ﹤0.01%
570
1463
$23K ﹤0.01%
475
1464
$23K ﹤0.01%
1,529
+203
1465
$23K ﹤0.01%
824
+64
1466
$23K ﹤0.01%
408
1467
$23K ﹤0.01%
541
+84
1468
$23K ﹤0.01%
940
1469
$23K ﹤0.01%
1,775
1470
$22K ﹤0.01%
701
1471
$22K ﹤0.01%
498
1472
$22K ﹤0.01%
1,202
+56
1473
$22K ﹤0.01%
690
1474
$22K ﹤0.01%
876
+48
1475
$22K ﹤0.01%
1,352