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
201
$1.48M 0.1%
44,404
-2,667
202
$1.48M 0.1%
30,119
+19,873
203
$1.46M 0.1%
11,105
+786
204
$1.43M 0.1%
50,676
+3,192
205
$1.43M 0.1%
32,055
-1,844
206
$1.42M 0.1%
17,470
+893
207
$1.42M 0.1%
9,347
+154
208
$1.41M 0.1%
16,765
209
$1.34M 0.09%
24,842
+18,741
210
$1.33M 0.09%
37,576
+1,933
211
$1.32M 0.09%
15,441
+1,130
212
$1.31M 0.09%
28,965
-1,596
213
$1.26M 0.09%
11,086
+54
214
$1.24M 0.09%
15,351
+157
215
$1.23M 0.09%
11,906
-67
216
$1.18M 0.08%
8,015
+76
217
$1.18M 0.08%
45,222
+1,770
218
$1.17M 0.08%
11,063
+1,150
219
$1.16M 0.08%
44,788
-1,736
220
$1.16M 0.08%
18,185
+954
221
$1.15M 0.08%
918
+27
222
$1.14M 0.08%
13,397
+164
223
$1.13M 0.08%
9,270
-105
224
$1.12M 0.08%
31,404
+1,275
225
$1.1M 0.08%
2,004
+622
7 8
9
10 11