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
801
$121K 0.01%
4,255
+800
802
$121K 0.01%
4,757
+288
803
$121K 0.01%
5,764
+305
804
$121K 0.01%
14,924
+896
805
$120K 0.01%
1,849
806
$120K 0.01%
3,297
+179
807
$119K 0.01%
3,219
+183
808
$119K 0.01%
2,839
+159
809
$119K 0.01%
2,449
+115
810
$119K 0.01%
12,338
+654
811
$119K 0.01%
5,474
-303
812
$118K 0.01%
2,269
+117
813
$117K 0.01%
6,014
+286
814
$117K 0.01%
1,935
+106
815
$117K 0.01%
2,280
+162
816
$117K 0.01%
1,592
+133
817
$117K 0.01%
720
818
$117K 0.01%
142
-87
819
$116K 0.01%
1,094
+48
820
$116K 0.01%
1,588
+119
821
$116K 0.01%
4,371
822
$114K 0.01%
2,275
+112
823
$114K 0.01%
12,435
+1,408
824
$114K 0.01%
3,941
+302
825
$114K 0.01%
3,180
+198
31 32
33
34 35