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
1026
$69K 0.01%
1,974
+76
1027
$69K 0.01%
1,219
+96
1028
$69K 0.01%
1,622
+42
1029
$68K 0.01%
5,136
+57
1030
$68K 0.01%
3,389
+136
1031
$68K 0.01%
2,388
+203
1032
$68K 0.01%
5,099
+172
1033
$67K 0.01%
3,797
+202
1034
$67K 0.01%
1,118
+81
1035
$67K 0.01%
4,526
+214
1036
$67K 0.01%
1,504
-1,772
1037
$67K 0.01%
1,393
+64
1038
$67K 0.01%
1,199
1039
$67K 0.01%
1,078
+39
1040
$67K 0.01%
666
+48
1041
$67K 0.01%
1,039
+29
1042
$67K 0.01%
2,294
1043
$67K 0.01%
4,175
+304
1044
$66K ﹤0.01%
2,584
+94
1045
$66K ﹤0.01%
2,375
1046
$66K ﹤0.01%
3,576
+84
1047
$66K ﹤0.01%
965
+31
1048
$65K ﹤0.01%
1,280
1049
$65K ﹤0.01%
2,178
+58
1050
$65K ﹤0.01%
4,909
+145
40 41
42
43 44