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
1226
$43K ﹤0.01%
+1,610
1227
$43K ﹤0.01%
1,333
1228
$43K ﹤0.01%
2,310
+110
1229
$43K ﹤0.01%
1,609
+80
1230
$43K ﹤0.01%
1,368
+59
1231
$43K ﹤0.01%
1,803
+165
1232
$43K ﹤0.01%
1,910
+84
1233
$43K ﹤0.01%
228
1234
$43K ﹤0.01%
2,394
+127
1235
$42K ﹤0.01%
1,324
1236
$42K ﹤0.01%
2,281
+112
1237
$42K ﹤0.01%
857
+39
1238
$42K ﹤0.01%
1,541
+98
1239
$42K ﹤0.01%
1,306
1240
$42K ﹤0.01%
2,703
1241
$42K ﹤0.01%
812
+38
1242
$41K ﹤0.01%
2,050
1243
$41K ﹤0.01%
2,674
+124
1244
$41K ﹤0.01%
631
+27
1245
$41K ﹤0.01%
2,029
+190
1246
$41K ﹤0.01%
1,796
+82
1247
$41K ﹤0.01%
1,373
+60
1248
$40K ﹤0.01%
949
1249
$40K ﹤0.01%
1,829
+86
1250
$40K ﹤0.01%
1,896
48 49
50
51 52