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
1701
$7K ﹤0.01%
47
1702
$7K ﹤0.01%
240
1703
$7K ﹤0.01%
158
1704
$7K ﹤0.01%
250
1705
$7K ﹤0.01%
648
+34
1706
$7K ﹤0.01%
104
1707
$7K ﹤0.01%
100
1708
$7K ﹤0.01%
966
1709
$7K ﹤0.01%
38
1710
$7K ﹤0.01%
140
1711
$7K ﹤0.01%
420
1712
$7K ﹤0.01%
80
1713
$7K ﹤0.01%
2,025
1714
$7K ﹤0.01%
535
1715
$7K ﹤0.01%
513
1716
$7K ﹤0.01%
3,099
1717
$7K ﹤0.01%
700
1718
$6K ﹤0.01%
120
1719
$6K ﹤0.01%
351
1720
$6K ﹤0.01%
613
1721
$6K ﹤0.01%
504
1722
$6K ﹤0.01%
100
1723
$6K ﹤0.01%
435
1724
$6K ﹤0.01%
+150
1725
$6K ﹤0.01%
500