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
176
$1.71M 0.12%
9,483
+48
177
$1.71M 0.12%
22,605
+14,106
178
$1.7M 0.12%
20,899
-711
179
$1.69M 0.12%
25,182
+1,400
180
$1.69M 0.12%
26,903
+424
181
$1.67M 0.12%
25,094
-2,015
182
$1.66M 0.11%
22,965
+2,113
183
$1.65M 0.11%
21,806
+521
184
$1.64M 0.11%
22,298
-3,867
185
$1.64M 0.11%
13,174
-2,319
186
$1.64M 0.11%
26,461
-4,213
187
$1.63M 0.11%
51,944
+32,709
188
$1.63M 0.11%
26,753
+734
189
$1.61M 0.11%
23,169
-1,467
190
$1.6M 0.11%
41,456
-288
191
$1.59M 0.11%
58,894
+880
192
$1.57M 0.11%
19,841
+2,970
193
$1.57M 0.11%
34,531
+638
194
$1.56M 0.11%
40,278
+2,450
195
$1.56M 0.11%
24,014
+36
196
$1.55M 0.11%
9,119
-277
197
$1.53M 0.11%
73,082
198
$1.52M 0.11%
19,227
+754
199
$1.5M 0.1%
15,674
+1,899
200
$1.5M 0.1%
6,190
+425