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
1751
$4K ﹤0.01%
630
-1
1752
$4K ﹤0.01%
162
+100
1753
$4K ﹤0.01%
120
1754
$4K ﹤0.01%
90
1755
$4K ﹤0.01%
140
1756
$4K ﹤0.01%
120
1757
$4K ﹤0.01%
1,094
1758
$4K ﹤0.01%
280
1759
$4K ﹤0.01%
320
1760
$4K ﹤0.01%
170
1761
$4K ﹤0.01%
2,060
1762
$4K ﹤0.01%
970
1763
$4K ﹤0.01%
2,385
1764
$4K ﹤0.01%
597
1765
$4K ﹤0.01%
460
1766
$4K ﹤0.01%
40
1767
$3K ﹤0.01%
524
1768
$3K ﹤0.01%
190
1769
$3K ﹤0.01%
140
1770
$3K ﹤0.01%
12
1771
$3K ﹤0.01%
434
1772
$3K ﹤0.01%
680
+500
1773
$3K ﹤0.01%
189
1774
$3K ﹤0.01%
230
1775
$3K ﹤0.01%
+300
69 70
71
72 73