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
1401
$26K ﹤0.01%
1,183
1402
$26K ﹤0.01%
565
1403
$26K ﹤0.01%
1,230
-23
1404
$26K ﹤0.01%
1,617
1405
$26K ﹤0.01%
2,123
1406
$26K ﹤0.01%
1,164
1407
$26K ﹤0.01%
940
1408
$26K ﹤0.01%
342
1409
$25K ﹤0.01%
1,230
1410
$25K ﹤0.01%
2,865
1411
$25K ﹤0.01%
498
1412
$25K ﹤0.01%
791
1413
$25K ﹤0.01%
11,444
1414
$25K ﹤0.01%
5,953
1415
$25K ﹤0.01%
1,775
1416
$25K ﹤0.01%
458
+23
1417
$25K ﹤0.01%
1,996
1418
$24K ﹤0.01%
620
+34
1419
$24K ﹤0.01%
504
1420
$24K ﹤0.01%
885
1421
$24K ﹤0.01%
1,089
1422
$24K ﹤0.01%
640
1423
$24K ﹤0.01%
704
1424
$24K ﹤0.01%
2,796
1425
$24K ﹤0.01%
760
55 56
57
58 59