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
1576
$15K ﹤0.01%
340
1577
$15K ﹤0.01%
900
1578
$15K ﹤0.01%
1,400
1579
$15K ﹤0.01%
1,263
+267
1580
$15K ﹤0.01%
1,004
+255
1581
$15K ﹤0.01%
348
+30
1582
$14K ﹤0.01%
2,031
+41
1583
$14K ﹤0.01%
14
1584
$14K ﹤0.01%
380
1585
$14K ﹤0.01%
1,154
1586
$14K ﹤0.01%
+500
1587
$14K ﹤0.01%
638
1588
$14K ﹤0.01%
846
1589
$14K ﹤0.01%
3,252
1590
$14K ﹤0.01%
2,377
+382
1591
$14K ﹤0.01%
1,136
1592
$14K ﹤0.01%
2,450
1593
$14K ﹤0.01%
734
1594
$14K ﹤0.01%
848
1595
$14K ﹤0.01%
422
1596
$14K ﹤0.01%
910
1597
$14K ﹤0.01%
899
1598
$14K ﹤0.01%
1,110
1599
$14K ﹤0.01%
1,197
1600
$14K ﹤0.01%
1,190
+81
62 63
64
65 66