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
1526
$18K ﹤0.01%
230
1527
$17K ﹤0.01%
591
1528
$17K ﹤0.01%
1,229
1529
$17K ﹤0.01%
1,164
1530
$17K ﹤0.01%
581
1531
$17K ﹤0.01%
640
1532
$17K ﹤0.01%
689
1533
$17K ﹤0.01%
687
1534
$17K ﹤0.01%
69
1535
$17K ﹤0.01%
2,704
1536
$17K ﹤0.01%
237
1537
$17K ﹤0.01%
426
+31
1538
$17K ﹤0.01%
1,609
1539
$17K ﹤0.01%
885
1540
$17K ﹤0.01%
1,101
1541
$17K ﹤0.01%
402
+79
1542
$17K ﹤0.01%
1,025
1543
$16K ﹤0.01%
1,108
+241
1544
$16K ﹤0.01%
293
+18
1545
$16K ﹤0.01%
161
1546
$16K ﹤0.01%
1,082
-14
1547
$16K ﹤0.01%
960
1548
$16K ﹤0.01%
1,070
1549
$16K ﹤0.01%
5,550
1550
$16K ﹤0.01%
836
60 61
62
63 64