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
1601
$14K ﹤0.01%
824
1602
$14K ﹤0.01%
1,029
1603
$14K ﹤0.01%
365
1604
$13K ﹤0.01%
811
1605
$13K ﹤0.01%
838
1606
$13K ﹤0.01%
1,135
-18
1607
$13K ﹤0.01%
357
1608
$13K ﹤0.01%
122
1609
$13K ﹤0.01%
613
1610
$13K ﹤0.01%
383
1611
$13K ﹤0.01%
619
1612
$13K ﹤0.01%
686
1613
$13K ﹤0.01%
481
1614
$13K ﹤0.01%
120
1615
$13K ﹤0.01%
1,605
1616
$13K ﹤0.01%
530
1617
$13K ﹤0.01%
690
+300
1618
$12K ﹤0.01%
1,000
1619
$12K ﹤0.01%
692
1620
$12K ﹤0.01%
839
1621
$12K ﹤0.01%
1,500
1622
$12K ﹤0.01%
655
1623
$12K ﹤0.01%
315
1624
$12K ﹤0.01%
2,099
1625
$12K ﹤0.01%
1,218
63 64
65
66 67