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
1351
$30K ﹤0.01%
1,182
1352
$30K ﹤0.01%
112
1353
$30K ﹤0.01%
+1,300
1354
$30K ﹤0.01%
+1,661
1355
$30K ﹤0.01%
3,905
+723
1356
$30K ﹤0.01%
953
-83
1357
$30K ﹤0.01%
+3,140
1358
$30K ﹤0.01%
942
1359
$30K ﹤0.01%
843
1360
$30K ﹤0.01%
3,057
1361
$30K ﹤0.01%
577
1362
$29K ﹤0.01%
909
-114
1363
$29K ﹤0.01%
600
1364
$29K ﹤0.01%
403
1365
$29K ﹤0.01%
3,169
1366
$29K ﹤0.01%
1,873
+107
1367
$29K ﹤0.01%
292
1368
$29K ﹤0.01%
730
1369
$28K ﹤0.01%
883
1370
$28K ﹤0.01%
2,104
1371
$28K ﹤0.01%
6,200
1372
$28K ﹤0.01%
981
1373
$28K ﹤0.01%
321
1374
$28K ﹤0.01%
121
1375
$28K ﹤0.01%
1,421
53 54
55
56 57