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
1126
$56K ﹤0.01%
780
1127
$56K ﹤0.01%
1,342
+112
1128
$56K ﹤0.01%
1,031
+41
1129
$56K ﹤0.01%
1,467
+49
1130
$56K ﹤0.01%
1,774
+141
1131
$56K ﹤0.01%
8,208
+673
1132
$56K ﹤0.01%
131
1133
$56K ﹤0.01%
2,151
+89
1134
$56K ﹤0.01%
525
+29
1135
$55K ﹤0.01%
511
-176
1136
$55K ﹤0.01%
1,200
+82
1137
$55K ﹤0.01%
4,420
+170
1138
$55K ﹤0.01%
1,732
+67
1139
$55K ﹤0.01%
1,220
1140
$55K ﹤0.01%
995
+39
1141
$55K ﹤0.01%
1,779
1142
$55K ﹤0.01%
3,172
-360
1143
$54K ﹤0.01%
1,352
+100
1144
$54K ﹤0.01%
+905
1145
$54K ﹤0.01%
1,126
+84
1146
$54K ﹤0.01%
+1,375
1147
$54K ﹤0.01%
1,293
1148
$54K ﹤0.01%
2,352
+175
1149
$54K ﹤0.01%
1,260
1150
$54K ﹤0.01%
1,228
+41
44 45
46
47 48