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
1651
$10K ﹤0.01%
274
1652
$10K ﹤0.01%
1,470
1653
$10K ﹤0.01%
2,171
1654
$10K ﹤0.01%
257
1655
$9K ﹤0.01%
550
1656
$9K ﹤0.01%
484
1657
$9K ﹤0.01%
843
1658
$9K ﹤0.01%
830
1659
$9K ﹤0.01%
545
+5
1660
$9K ﹤0.01%
200
1661
$9K ﹤0.01%
543
1662
$9K ﹤0.01%
197
1663
$9K ﹤0.01%
237
1664
$9K ﹤0.01%
280
1665
$9K ﹤0.01%
1,530
1666
$9K ﹤0.01%
663
1667
$9K ﹤0.01%
1,070
1668
$9K ﹤0.01%
1,214
1669
$9K ﹤0.01%
522
1670
$8K ﹤0.01%
1,311
1671
$8K ﹤0.01%
1,263
1672
$8K ﹤0.01%
603
1673
$8K ﹤0.01%
763
1674
$8K ﹤0.01%
90
1675
$8K ﹤0.01%
+400