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
1501
$20K ﹤0.01%
1,072
+66
1502
$20K ﹤0.01%
892
1503
$20K ﹤0.01%
1,282
1504
$20K ﹤0.01%
1,996
1505
$20K ﹤0.01%
740
1506
$19K ﹤0.01%
710
1507
$19K ﹤0.01%
580
1508
$19K ﹤0.01%
815
1509
$19K ﹤0.01%
878
1510
$19K ﹤0.01%
1,860
1511
$19K ﹤0.01%
2,874
+282
1512
$19K ﹤0.01%
1,258
1513
$19K ﹤0.01%
1,112
1514
$19K ﹤0.01%
3,270
1515
$19K ﹤0.01%
217
1516
$19K ﹤0.01%
1,198
1517
$19K ﹤0.01%
379
1518
$19K ﹤0.01%
858
+49
1519
$19K ﹤0.01%
1,173
1520
$19K ﹤0.01%
1,164
1521
$19K ﹤0.01%
364
1522
$18K ﹤0.01%
223
-14,400
1523
$18K ﹤0.01%
368
1524
$18K ﹤0.01%
152
1525
$18K ﹤0.01%
52
59 60
61
62 63