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
1201
$46K ﹤0.01%
6,510
+163
1202
$46K ﹤0.01%
1,792
+60
1203
$46K ﹤0.01%
788
1204
$46K ﹤0.01%
1,853
1205
$46K ﹤0.01%
3,799
+125
1206
$46K ﹤0.01%
1,557
-96
1207
$46K ﹤0.01%
1,163
1208
$46K ﹤0.01%
3,212
1209
$45K ﹤0.01%
16,400
-150
1210
$45K ﹤0.01%
1,119
+46
1211
$45K ﹤0.01%
1,146
+53
1212
$45K ﹤0.01%
155
+7
1213
$45K ﹤0.01%
4,230
+361
1214
$44K ﹤0.01%
1,564
+76
1215
$44K ﹤0.01%
1,198
+60
1216
$44K ﹤0.01%
3,062
1217
$44K ﹤0.01%
771
1218
$44K ﹤0.01%
2,201
+78
1219
$44K ﹤0.01%
13,030
+1,100
1220
$44K ﹤0.01%
3,881
+162
1221
$44K ﹤0.01%
1,722
+138
1222
$44K ﹤0.01%
870
+37
1223
$44K ﹤0.01%
1,803
1224
$44K ﹤0.01%
1,504
+66
1225
$43K ﹤0.01%
1,995
+199
47 48
49
50 51