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
876
$101K 0.01%
819
+43
877
$101K 0.01%
2,121
+107
878
$100K 0.01%
1,386
879
$100K 0.01%
1,581
+108
880
$100K 0.01%
1,404
+66
881
$99K 0.01%
1,525
+75
882
$99K 0.01%
7,514
+308
883
$99K 0.01%
1,853
+82
884
$99K 0.01%
3,928
+249
885
$99K 0.01%
1,712
+30
886
$98K 0.01%
2,134
+41
887
$98K 0.01%
7,413
+453
888
$97K 0.01%
3,216
+116
889
$97K 0.01%
3,905
+254
890
$97K 0.01%
4,368
+263
891
$97K 0.01%
2,121
+656
892
$96K 0.01%
779
+45
893
$96K 0.01%
4,719
-197
894
$95K 0.01%
3,287
+199
895
$95K 0.01%
2,052
+118
896
$95K 0.01%
1,946
+113
897
$94K 0.01%
5,041
+380
898
$94K 0.01%
2,555
+133
899
$94K 0.01%
1,223
+22
900
$94K 0.01%
3,372
+93
34 35
36
37 38