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
1001
$73K 0.01%
2,003
+169
1002
$73K 0.01%
1,657
+95
1003
$73K 0.01%
1,037
+27
1004
$72K 0.01%
2,551
+88
1005
$72K 0.01%
7,224
+528
1006
$72K 0.01%
1,464
+96
1007
$72K 0.01%
680
1008
$72K 0.01%
7,598
+162
1009
$72K 0.01%
3,067
+216
1010
$71K 0.01%
2,420
+72
1011
$71K 0.01%
6,981
+517
1012
$71K 0.01%
3,481
+221
1013
$71K 0.01%
835
+29
1014
$71K 0.01%
2,110
+53
1015
$70K 0.01%
1,350
+37
1016
$70K 0.01%
1,477
+43
1017
$70K 0.01%
1,267
+94
1018
$70K 0.01%
1,857
+131
1019
$70K 0.01%
3,569
+221
1020
$70K 0.01%
1,741
-219
1021
$70K 0.01%
3,087
1022
$70K 0.01%
317
+22
1023
$70K 0.01%
4,317
+303
1024
$69K 0.01%
158
1025
$69K 0.01%
4,061
+274
39 40
41
42 43