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
676
$171K 0.01%
3,527
+183
677
$171K 0.01%
3,309
+134
678
$170K 0.01%
2,673
-12,477
679
$169K 0.01%
5,488
+301
680
$169K 0.01%
3,916
+198
681
$168K 0.01%
10,728
-402
682
$168K 0.01%
6,068
+319
683
$168K 0.01%
6,138
+284
684
$168K 0.01%
4,891
+240
685
$168K 0.01%
2,810
+221
686
$166K 0.01%
5,946
+183
687
$165K 0.01%
5,533
688
$165K 0.01%
4,974
+737
689
$163K 0.01%
5,004
+278
690
$163K 0.01%
1,305
+76
691
$163K 0.01%
1,755
+119
692
$162K 0.01%
3,380
+191
693
$162K 0.01%
2,055
+276
694
$161K 0.01%
2,089
+325
695
$161K 0.01%
3,404
+98
696
$160K 0.01%
3,342
+224
697
$160K 0.01%
7,475
+283
698
$159K 0.01%
2,131
+151
699
$158K 0.01%
9,102
+22
700
$157K 0.01%
12,840
-2,694
26 27
28
29 30