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
151
$1.94M 0.13%
36,255
+2,693
152
$1.94M 0.13%
42,290
+3,512
153
$1.93M 0.13%
34,927
+7,574
154
$1.93M 0.13%
37,350
+1,950
155
$1.93M 0.13%
13,831
+865
156
$1.93M 0.13%
32,352
+1,238
157
$1.93M 0.13%
12,630
+453
158
$1.91M 0.13%
37,054
-1,756
159
$1.9M 0.13%
22,487
+11,631
160
$1.89M 0.13%
45,927
-1,108
161
$1.88M 0.13%
24,789
-1,289
162
$1.86M 0.13%
62,438
-3,945
163
$1.84M 0.13%
7,196
-532
164
$1.84M 0.13%
45,188
+26,124
165
$1.83M 0.13%
11,076
+694
166
$1.81M 0.13%
31,731
+2,001
167
$1.81M 0.13%
53,949
-188
168
$1.79M 0.12%
12,055
+833
169
$1.77M 0.12%
22,944
-1,676
170
$1.77M 0.12%
18,306
+327
171
$1.75M 0.12%
14,989
+8,233
172
$1.75M 0.12%
93,540
+4,806
173
$1.75M 0.12%
19,883
+386
174
$1.74M 0.12%
19,673
+533
175
$1.73M 0.12%
21,363
+987
5 6
7
8 9