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
1551
$16K ﹤0.01%
2,010
1552
$16K ﹤0.01%
778
1553
$16K ﹤0.01%
967
1554
$16K ﹤0.01%
2,220
+1,500
1555
$16K ﹤0.01%
776
1556
$16K ﹤0.01%
585
1557
$16K ﹤0.01%
2,127
1558
$16K ﹤0.01%
2,806
1559
$16K ﹤0.01%
2,402
+517
1560
$16K ﹤0.01%
550
1561
$16K ﹤0.01%
121
1562
$16K ﹤0.01%
630
1563
$16K ﹤0.01%
1,042
1564
$16K ﹤0.01%
1,073
1565
$16K ﹤0.01%
588
1566
$15K ﹤0.01%
2,691
+57
1567
$15K ﹤0.01%
54
1568
$15K ﹤0.01%
360
1569
$15K ﹤0.01%
+700
1570
$15K ﹤0.01%
3,785
+282
1571
$15K ﹤0.01%
1,680
1572
$15K ﹤0.01%
5,010
1573
$15K ﹤0.01%
700
1574
$15K ﹤0.01%
908
1575
$15K ﹤0.01%
766
-1
61 62
63
64 65