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
1676
$8K ﹤0.01%
300
1677
$8K ﹤0.01%
2,970
1678
$8K ﹤0.01%
1,550
+1,000
1679
$8K ﹤0.01%
852
1680
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220
1681
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+200
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$8K ﹤0.01%
200
1683
$8K ﹤0.01%
225
1684
$8K ﹤0.01%
293
1685
$8K ﹤0.01%
720
1686
$8K ﹤0.01%
727
1687
$8K ﹤0.01%
402
1688
$8K ﹤0.01%
918
1689
$8K ﹤0.01%
688
1690
$8K ﹤0.01%
500
1691
$8K ﹤0.01%
444
1692
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180
1693
$7K ﹤0.01%
548
1694
$7K ﹤0.01%
445
1695
$7K ﹤0.01%
1,100
1696
$7K ﹤0.01%
500
1697
$7K ﹤0.01%
852
1698
$7K ﹤0.01%
68
1699
$7K ﹤0.01%
200
1700
$7K ﹤0.01%
270