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
1176
$50K ﹤0.01%
1,516
-80
1177
$50K ﹤0.01%
4,728
+222
1178
$49K ﹤0.01%
1,412
+118
1179
$49K ﹤0.01%
390
1180
$49K ﹤0.01%
1,073
+48
1181
$49K ﹤0.01%
1,962
-64
1182
$49K ﹤0.01%
82
+27
1183
$49K ﹤0.01%
7,632
+809
1184
$49K ﹤0.01%
1,078
+11
1185
$49K ﹤0.01%
1,269
1186
$49K ﹤0.01%
3,645
1187
$48K ﹤0.01%
1,216
1188
$48K ﹤0.01%
1,619
1189
$48K ﹤0.01%
1,802
+80
1190
$48K ﹤0.01%
2,175
1191
$48K ﹤0.01%
2,847
+240
1192
$48K ﹤0.01%
2,641
-571
1193
$48K ﹤0.01%
3,039
+99
1194
$48K ﹤0.01%
+1,040
1195
$48K ﹤0.01%
1,316
1196
$47K ﹤0.01%
3,484
+256
1197
$47K ﹤0.01%
692
+54
1198
$47K ﹤0.01%
1,180
1199
$47K ﹤0.01%
15
+1
1200
$46K ﹤0.01%
1,039
+93
46 47
48
49 50