LIA

LS Investment Advisors Portfolio holdings

AUM $668M
1-Year Est. Return 22.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.34%
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
+$7.05M
2
+$2.43M
3
+$1.38M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.15M
5
ECL icon
Ecolab
ECL
+$1.12M

Top Sells

1
+$6.63M
2
+$2.98M
3
+$1.54M
4
ARG
Airgas Inc
ARG
+$1.12M
5
PCP
PRECISION CASTPARTS CORP
PCP
+$922K

Sector Composition

1 Healthcare 15.51%
2 Financials 14.62%
3 Technology 12.91%
4 Industrials 11.46%
5 Consumer Staples 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1351
$30K ﹤0.01%
953
-83
1352
$30K ﹤0.01%
3,905
+723
1353
$30K ﹤0.01%
+1,661
1354
$30K ﹤0.01%
112
1355
$30K ﹤0.01%
1,182
1356
$30K ﹤0.01%
1,160
-72
1357
$30K ﹤0.01%
431
+6
1358
$30K ﹤0.01%
1,058
1359
$30K ﹤0.01%
2,957
+145
1360
$30K ﹤0.01%
524
+8
1361
$30K ﹤0.01%
644
1362
$29K ﹤0.01%
403
1363
$29K ﹤0.01%
600
1364
$29K ﹤0.01%
909
-114
1365
$29K ﹤0.01%
730
1366
$29K ﹤0.01%
292
1367
$29K ﹤0.01%
1,873
+107
1368
$29K ﹤0.01%
3,169
1369
$28K ﹤0.01%
883
1370
$28K ﹤0.01%
6,200
1371
$28K ﹤0.01%
981
1372
$28K ﹤0.01%
321
1373
$28K ﹤0.01%
121
1374
$28K ﹤0.01%
1,421
1375
$28K ﹤0.01%
3,110
53 54
55
56 57