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
1326
$32K ﹤0.01%
577
1327
$32K ﹤0.01%
996
1328
$32K ﹤0.01%
2,994
1329
$32K ﹤0.01%
1,304
1330
$32K ﹤0.01%
3,639
1331
$32K ﹤0.01%
620
1332
$32K ﹤0.01%
734
1333
$32K ﹤0.01%
660
1334
$32K ﹤0.01%
1,319
1335
$31K ﹤0.01%
734
1336
$31K ﹤0.01%
1,664
1337
$31K ﹤0.01%
475
1338
$31K ﹤0.01%
715
1339
$31K ﹤0.01%
2,672
1340
$31K ﹤0.01%
1,125
1341
$31K ﹤0.01%
385
1342
$31K ﹤0.01%
1,351
1343
$31K ﹤0.01%
506
1344
$31K ﹤0.01%
728
1345
$30K ﹤0.01%
644
1346
$30K ﹤0.01%
524
+8
1347
$30K ﹤0.01%
2,957
+145
1348
$30K ﹤0.01%
1,058
1349
$30K ﹤0.01%
425
+6
1350
$30K ﹤0.01%
1,160
-72
52 53
54
55 56