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
826
$114K 0.01%
3,746
827
$114K 0.01%
2,260
+163
828
$112K 0.01%
816
+48
829
$112K 0.01%
2,257
-15,936
830
$112K 0.01%
+2,075
831
$112K 0.01%
1,347
+56
832
$112K 0.01%
2,036
+78
833
$111K 0.01%
2,957
+140
834
$111K 0.01%
1,865
+106
835
$110K 0.01%
6,160
836
$110K 0.01%
1,808
+120
837
$110K 0.01%
2,066
+121
838
$110K 0.01%
2,244
839
$110K 0.01%
3,878
+37
840
$109K 0.01%
4,385
841
$109K 0.01%
3,229
842
$109K 0.01%
1,875
+96
843
$108K 0.01%
1,733
+86
844
$108K 0.01%
1,695
+103
845
$108K 0.01%
2,332
846
$108K 0.01%
2,808
+173
847
$108K 0.01%
3,498
+193
848
$107K 0.01%
8,138
+312
849
$107K 0.01%
1,034
+50
850
$107K 0.01%
2,927
+113
32 33
34
35 36