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
126
$2.4M 0.17%
40,059
+2,806
127
$2.36M 0.16%
50,670
+21,055
128
$2.35M 0.16%
52,489
+4,106
129
$2.32M 0.16%
30,299
+769
130
$2.27M 0.16%
29,238
+957
131
$2.27M 0.16%
60,004
-18,639
132
$2.23M 0.15%
39,178
+18,662
133
$2.2M 0.15%
25,217
+653
134
$2.2M 0.15%
31,387
+541
135
$2.19M 0.15%
16,076
+7,906
136
$2.16M 0.15%
40,425
+38,350
137
$2.13M 0.15%
18,936
-505
138
$2.1M 0.15%
20,752
+18
139
$2.09M 0.14%
24,795
+1,824
140
$2.08M 0.14%
27,460
+733
141
$2.08M 0.14%
59,061
142
$2.07M 0.14%
40,429
+1,506
143
$2.06M 0.14%
9,243
-176
144
$2.02M 0.14%
46,319
+1,011
145
$2.02M 0.14%
18,472
-118
146
$2.02M 0.14%
20,098
+685
147
$2.01M 0.14%
17,747
+617
148
$2M 0.14%
37,860
+1,560
149
$2M 0.14%
9,524
150
$1.98M 0.14%
15,280
+644
4 5
6
7 8