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
1376
$28K ﹤0.01%
3,110
1377
$28K ﹤0.01%
1,430
1378
$28K ﹤0.01%
2,893
1379
$27K ﹤0.01%
916
+66
1380
$27K ﹤0.01%
1,146
+5
1381
$27K ﹤0.01%
+1,540
1382
$27K ﹤0.01%
652
1383
$27K ﹤0.01%
440
1384
$27K ﹤0.01%
838
1385
$27K ﹤0.01%
750
1386
$27K ﹤0.01%
2,403
1387
$27K ﹤0.01%
6,474
1388
$27K ﹤0.01%
741
1389
$27K ﹤0.01%
684
1390
$27K ﹤0.01%
1,740
+253
1391
$27K ﹤0.01%
+450
1392
$27K ﹤0.01%
1,129
+56
1393
$26K ﹤0.01%
1,276
1394
$26K ﹤0.01%
552
1395
$26K ﹤0.01%
2,371
1396
$26K ﹤0.01%
2,657
1397
$26K ﹤0.01%
522
1398
$26K ﹤0.01%
460
+33
1399
$26K ﹤0.01%
401
1400
$26K ﹤0.01%
1,352
54 55
56
57 58