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
1776
$3K ﹤0.01%
72
1777
$3K ﹤0.01%
250
1778
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110
1779
$3K ﹤0.01%
630
1780
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52
1781
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1782
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1,413
1783
$3K ﹤0.01%
57
1784
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1785
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491
1786
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60
1787
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+500
1788
$3K ﹤0.01%
290
1789
$3K ﹤0.01%
841
1790
$3K ﹤0.01%
76
1791
$3K ﹤0.01%
70
1792
$2K ﹤0.01%
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1793
$2K ﹤0.01%
334
1794
$2K ﹤0.01%
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1795
$2K ﹤0.01%
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1796
$2K ﹤0.01%
75
1797
$2K ﹤0.01%
70
1798
$2K ﹤0.01%
350
1799
$2K ﹤0.01%
145
1800
$2K ﹤0.01%
153