LIA

LS Investment Advisors Portfolio holdings

AUM $714M
1-Year Est. Return 21.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.53%
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 11.45%
5 Consumer Staples 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1451
$21K ﹤0.01%
2,655
1452
$21K ﹤0.01%
1,000
1453
$21K ﹤0.01%
+820
1454
$21K ﹤0.01%
69
1455
$21K ﹤0.01%
1,112
1456
$21K ﹤0.01%
760
1457
$21K ﹤0.01%
655
1458
$21K ﹤0.01%
572
1459
$21K ﹤0.01%
815
1460
$21K ﹤0.01%
217
1461
$21K ﹤0.01%
870
1462
$21K ﹤0.01%
395
+40
1463
$21K ﹤0.01%
+1,215
1464
$21K ﹤0.01%
1,070
1465
$21K ﹤0.01%
2,288
1466
$21K ﹤0.01%
684
1467
$21K ﹤0.01%
1,109
1468
$20K ﹤0.01%
701
+23
1469
$20K ﹤0.01%
375
1470
$20K ﹤0.01%
886
1471
$20K ﹤0.01%
322
1472
$20K ﹤0.01%
1,561
1473
$20K ﹤0.01%
1,659
1474
$20K ﹤0.01%
929
1475
$20K ﹤0.01%
949
57 58
59
60 61