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
1801
$2K ﹤0.01%
30
1802
$2K ﹤0.01%
399
1803
$2K ﹤0.01%
20
1804
$2K ﹤0.01%
50
1805
$2K ﹤0.01%
180
1806
$2K ﹤0.01%
85
1807
$2K ﹤0.01%
55
1808
$2K ﹤0.01%
310
1809
$2K ﹤0.01%
1,200
1810
$2K ﹤0.01%
728
1811
$2K ﹤0.01%
140
1812
$2K ﹤0.01%
140
1813
$2K ﹤0.01%
675
1814
$2K ﹤0.01%
360
1815
$2K ﹤0.01%
195
-167
1816
$2K ﹤0.01%
83
1817
$2K ﹤0.01%
290
1818
$2K ﹤0.01%
749
1819
$2K ﹤0.01%
2
1820
$1K ﹤0.01%
29
1821
$1K ﹤0.01%
+131
1822
$1K ﹤0.01%
500
1823
$1K ﹤0.01%
32
1824
$1K ﹤0.01%
77
1825
$1K ﹤0.01%
25
71 72
73
74 75