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
1301
$35K ﹤0.01%
949
+67
1302
$35K ﹤0.01%
832
1303
$35K ﹤0.01%
790
1304
$35K ﹤0.01%
748
1305
$35K ﹤0.01%
1,000
1306
$34K ﹤0.01%
642
1307
$34K ﹤0.01%
2,016
1308
$34K ﹤0.01%
996
+54
1309
$34K ﹤0.01%
878
1310
$34K ﹤0.01%
791
1311
$34K ﹤0.01%
610
1312
$34K ﹤0.01%
1,770
1313
$34K ﹤0.01%
418
-932
1314
$34K ﹤0.01%
1,647
+224
1315
$34K ﹤0.01%
913
+50
1316
$34K ﹤0.01%
500
1317
$34K ﹤0.01%
1,450
1318
$33K ﹤0.01%
933
-91
1319
$33K ﹤0.01%
428
1320
$33K ﹤0.01%
535
1321
$33K ﹤0.01%
801
1322
$33K ﹤0.01%
1,577
1323
$33K ﹤0.01%
+1,216
1324
$33K ﹤0.01%
600
1325
$32K ﹤0.01%
968
51 52
53
54 55