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
1726
$6K ﹤0.01%
250
1727
$6K ﹤0.01%
+1,000
1728
$6K ﹤0.01%
1,720
1729
$6K ﹤0.01%
1,020
1730
$6K ﹤0.01%
130
1731
$6K ﹤0.01%
585
1732
$6K ﹤0.01%
326
1733
$6K ﹤0.01%
397
1734
$5K ﹤0.01%
370
1735
$5K ﹤0.01%
70
1736
$5K ﹤0.01%
110
1737
$5K ﹤0.01%
180
1738
$5K ﹤0.01%
2,035
1739
$5K ﹤0.01%
929
1740
$5K ﹤0.01%
400
1741
$5K ﹤0.01%
280
1742
$5K ﹤0.01%
452
1743
$5K ﹤0.01%
1
1744
$5K ﹤0.01%
150
1745
$5K ﹤0.01%
1,093
1746
$5K ﹤0.01%
894
1747
$5K ﹤0.01%
200
1748
$4K ﹤0.01%
1,333
-44
1749
$4K ﹤0.01%
320
1750
$4K ﹤0.01%
90