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
476
$408K 0.03%
4,118
+152
477
$406K 0.03%
2,499
+141
478
$405K 0.03%
5,032
-247
479
$405K 0.03%
4,573
480
$403K 0.03%
25,084
+4,829
481
$402K 0.03%
14,180
482
$400K 0.03%
8,600
+157
483
$398K 0.03%
12,861
+180
484
$396K 0.03%
15,974
+649
485
$395K 0.03%
11,687
+475
486
$394K 0.03%
3,326
487
$391K 0.03%
4,801
+167
488
$391K 0.03%
4,575
-64
489
$388K 0.03%
5,787
+150
490
$385K 0.03%
8,238
+286
491
$383K 0.03%
5,214
+113
492
$381K 0.03%
3,532
+318
493
$379K 0.03%
26,218
+766
494
$379K 0.03%
2,374
+1
495
$379K 0.03%
8,131
+341
496
$378K 0.03%
3,739
+2,122
497
$372K 0.03%
10,639
498
$368K 0.03%
13,369
+7,467
499
$367K 0.03%
4,471
+163
500
$366K 0.03%
10,153
+189
18 19
20
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