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
$1.34B
AUM Growth
+$50.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,919
New
Increased
Reduced
Closed

Top Buys

1
+$7.56M
2
+$2.57M
3
+$1.42M
4
ECL icon
Ecolab
ECL
+$1.18M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.16M

Top Sells

1
+$6.32M
2
+$2.98M
3
+$1.54M
4
ARG
Airgas Inc
ARG
+$1.13M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$941K

Sector Composition

1 Healthcare 15.51%
2 Financials 14.62%
3 Technology 12.94%
4 Industrials 11.42%
5 Consumer Staples 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$487K 0.04%
61,994
+2,102
402
$482K 0.04%
4,996
+93
403
$482K 0.04%
5,136
-7,164
404
$482K 0.04%
13,721
+604
405
$477K 0.04%
6,612
-438
406
$477K 0.04%
6,121
-161
407
$475K 0.04%
5,996
-29
408
$475K 0.04%
4,495
-41
409
$474K 0.04%
7,167
+184
410
$472K 0.04%
7,380
+327
411
$472K 0.04%
22,544
+11,473
412
$472K 0.04%
57,140
-1,210
413
$469K 0.04%
13,863
+795
414
$468K 0.03%
11,950
+1,102
415
$468K 0.03%
13,120
+865
416
$466K 0.03%
15,128
+230
417
$464K 0.03%
10,778
+262
418
$463K 0.03%
13,437
-108
419
$462K 0.03%
3,391
+200
420
$460K 0.03%
2,623
+172
421
$459K 0.03%
20,766
-2,490
422
$459K 0.03%
41,177
+8,976
423
$459K 0.03%
9,644
+470
424
$456K 0.03%
5,694
-116
425
$455K 0.03%
6,982
-165
15 16
17
18 19