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
1076
$62K ﹤0.01%
1,231
1077
$62K ﹤0.01%
1,181
+36
1078
$61K ﹤0.01%
2,873
+98
1079
$61K ﹤0.01%
1,552
+61
1080
$61K ﹤0.01%
2,649
+111
1081
$61K ﹤0.01%
1,187
+95
1082
$61K ﹤0.01%
233
1083
$61K ﹤0.01%
729
+19
1084
$61K ﹤0.01%
327
-38
1085
$61K ﹤0.01%
1,596
+127
1086
$61K ﹤0.01%
2,118
+81
1087
$60K ﹤0.01%
1,376
+49
1088
$60K ﹤0.01%
1,105
+70
1089
$60K ﹤0.01%
1,504
+47
1090
$60K ﹤0.01%
4,046
+332
1091
$60K ﹤0.01%
1,340
+46
1092
$60K ﹤0.01%
549
+34
1093
$60K ﹤0.01%
2,512
1094
$60K ﹤0.01%
2,937
+98
1095
$60K ﹤0.01%
+1,432
1096
$60K ﹤0.01%
5,000
1097
$60K ﹤0.01%
4,524
+109
1098
$59K ﹤0.01%
1,601
+136
1099
$59K ﹤0.01%
1,968
+68
1100
$59K ﹤0.01%
3,360
+124
42 43
44
45 46