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
1476
$22K ﹤0.01%
1,215
1477
$22K ﹤0.01%
1,766
+105
1478
$22K ﹤0.01%
470
1479
$21K ﹤0.01%
2,220
1480
$21K ﹤0.01%
740
+39
1481
$21K ﹤0.01%
580
1482
$21K ﹤0.01%
1,385
1483
$21K ﹤0.01%
639
1484
$21K ﹤0.01%
795
1485
$21K ﹤0.01%
649
1486
$21K ﹤0.01%
943
+73
1487
$21K ﹤0.01%
688
1488
$21K ﹤0.01%
+610
1489
$21K ﹤0.01%
1,740
1490
$21K ﹤0.01%
1,070
1491
$21K ﹤0.01%
+620
1492
$21K ﹤0.01%
760
1493
$21K ﹤0.01%
1,659
1494
$21K ﹤0.01%
929
1495
$20K ﹤0.01%
2,000
1496
$20K ﹤0.01%
1,142
1497
$20K ﹤0.01%
591
1498
$20K ﹤0.01%
790
1499
$20K ﹤0.01%
1,054
+64
1500
$20K ﹤0.01%
522
58 59
60
61 62