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
1151
$54K ﹤0.01%
2,034
-84
1152
$54K ﹤0.01%
2,043
+85
1153
$54K ﹤0.01%
1,344
-80
1154
$53K ﹤0.01%
1,098
+34
1155
$53K ﹤0.01%
3,850
1156
$53K ﹤0.01%
1,960
1157
$53K ﹤0.01%
4,743
+443
1158
$52K ﹤0.01%
1,466
+56
1159
$52K ﹤0.01%
+3,550
1160
$51K ﹤0.01%
6,263
+226
1161
$51K ﹤0.01%
896
+27
1162
$51K ﹤0.01%
1,139
+55
1163
$51K ﹤0.01%
475
+168
1164
$51K ﹤0.01%
2,045
+88
1165
$51K ﹤0.01%
2,516
+180
1166
$51K ﹤0.01%
600
+18
1167
$51K ﹤0.01%
949
+79
1168
$51K ﹤0.01%
+4,280
1169
$51K ﹤0.01%
988
+66
1170
$51K ﹤0.01%
2,587
+217
1171
$51K ﹤0.01%
694
+22
1172
$51K ﹤0.01%
156
+8
1173
$50K ﹤0.01%
2,748
+216
1174
$50K ﹤0.01%
465
+51
1175
$50K ﹤0.01%
463
-51
45 46
47
48 49