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
1426
$24K ﹤0.01%
1,086
1427
$24K ﹤0.01%
636
1428
$24K ﹤0.01%
2,365
1429
$23K ﹤0.01%
2,256
1430
$23K ﹤0.01%
1,047
+63
1431
$23K ﹤0.01%
520
1432
$23K ﹤0.01%
2,800
1433
$23K ﹤0.01%
1,385
-121
1434
$23K ﹤0.01%
639
1435
$23K ﹤0.01%
828
1436
$23K ﹤0.01%
872
-2
1437
$23K ﹤0.01%
408
1438
$23K ﹤0.01%
465
1439
$23K ﹤0.01%
375
1440
$22K ﹤0.01%
1,007
1441
$22K ﹤0.01%
790
1442
$22K ﹤0.01%
1,860
1443
$22K ﹤0.01%
1,108
1444
$22K ﹤0.01%
52
1445
$22K ﹤0.01%
1,198
1446
$22K ﹤0.01%
809
-95
1447
$22K ﹤0.01%
1,282
1448
$22K ﹤0.01%
1,077
1449
$21K ﹤0.01%
1,595
1450
$21K ﹤0.01%
815
56 57
58
59 60