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
976
$77K 0.01%
5,479
977
$77K 0.01%
1,183
+69
978
$77K 0.01%
1,157
+67
979
$77K 0.01%
1,444
+39
980
$77K 0.01%
3,099
+210
981
$76K 0.01%
2,170
-29
982
$76K 0.01%
158
+4
983
$76K 0.01%
2,256
+110
984
$76K 0.01%
829
+17
985
$75K 0.01%
5,657
-620
986
$75K 0.01%
1,842
987
$75K 0.01%
860
+44
988
$75K 0.01%
3,187
+195
989
$75K 0.01%
5,107
+318
990
$75K 0.01%
1,158
+37
991
$74K 0.01%
2,580
992
$74K 0.01%
1,610
993
$74K 0.01%
1,746
+114
994
$74K 0.01%
672
-79
995
$74K 0.01%
361
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996
$74K 0.01%
2,766
+66
997
$74K 0.01%
1,441
+82
998
$74K 0.01%
15,310
-1,262
999
$73K 0.01%
1,739
+64
1000
$73K 0.01%
1,650
+46
38 39
40
41 42