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
1251
$40K ﹤0.01%
1,266
1252
$40K ﹤0.01%
2,136
1253
$40K ﹤0.01%
877
1254
$40K ﹤0.01%
3,023
+140
1255
$40K ﹤0.01%
700
1256
$40K ﹤0.01%
1,000
1257
$40K ﹤0.01%
745
-97
1258
$40K ﹤0.01%
914
+87
1259
$39K ﹤0.01%
2,076
-24
1260
$39K ﹤0.01%
1,684
1261
$39K ﹤0.01%
1,307
1262
$39K ﹤0.01%
1,389
+78
1263
$39K ﹤0.01%
1,290
-168
1264
$39K ﹤0.01%
900
-250
1265
$39K ﹤0.01%
2,118
+235
1266
$39K ﹤0.01%
919
1267
$39K ﹤0.01%
1,272
1268
$39K ﹤0.01%
2,822
1269
$39K ﹤0.01%
3,162
1270
$39K ﹤0.01%
2,173
+234
1271
$38K ﹤0.01%
1,340
1272
$38K ﹤0.01%
448
1273
$38K ﹤0.01%
1,402
1274
$38K ﹤0.01%
+1,390
1275
$38K ﹤0.01%
835
-20
49 50
51
52 53