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
1626
$12K ﹤0.01%
+1,130
1627
$12K ﹤0.01%
581
1628
$11K ﹤0.01%
1,850
1629
$11K ﹤0.01%
2,607
-1
1630
$11K ﹤0.01%
1,728
1631
$11K ﹤0.01%
483
1632
$11K ﹤0.01%
1,470
1633
$11K ﹤0.01%
107
1634
$11K ﹤0.01%
113
1635
$11K ﹤0.01%
600
1636
$11K ﹤0.01%
1,122
1637
$11K ﹤0.01%
162
1638
$11K ﹤0.01%
1,681
1639
$11K ﹤0.01%
1,651
+487
1640
$11K ﹤0.01%
413
1641
$11K ﹤0.01%
90
1642
$11K ﹤0.01%
249
1643
$10K ﹤0.01%
856
1644
$10K ﹤0.01%
350
1645
$10K ﹤0.01%
+300
1646
$10K ﹤0.01%
490
1647
$10K ﹤0.01%
1,820
1648
$10K ﹤0.01%
707
1649
$10K ﹤0.01%
735
1650
$10K ﹤0.01%
725
64 65
66
67 68