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
926
$88K 0.01%
5,011
+283
927
$88K 0.01%
1,804
+111
928
$87K 0.01%
2,140
-284
929
$87K 0.01%
1,561
+36
930
$87K 0.01%
+3,805
931
$87K 0.01%
4,248
+194
932
$87K 0.01%
189
933
$87K 0.01%
2,596
+122
934
$87K 0.01%
7,974
+183
935
$87K 0.01%
8,378
+527
936
$86K 0.01%
4,150
+284
937
$86K 0.01%
4,505
+238
938
$86K 0.01%
2,719
+209
939
$86K 0.01%
2,672
+214
940
$86K 0.01%
2,731
+748
941
$86K 0.01%
1,762
+45
942
$85K 0.01%
2,412
+147
943
$85K 0.01%
3,235
+140
944
$85K 0.01%
3,300
945
$85K 0.01%
2,208
+155
946
$84K 0.01%
471
+29
947
$84K 0.01%
2,025
+120
948
$84K 0.01%
4,924
+212
949
$84K 0.01%
1,181
+32
950
$83K 0.01%
3,212
+215
36 37
38
39 40