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
1451
$21K ﹤0.01%
1,344
1452
$21K ﹤0.01%
2,655
1453
$21K ﹤0.01%
1,000
1454
$21K ﹤0.01%
+820
1455
$21K ﹤0.01%
69
1456
$21K ﹤0.01%
1,112
1457
$21K ﹤0.01%
760
1458
$21K ﹤0.01%
217
1459
$21K ﹤0.01%
870
1460
$21K ﹤0.01%
395
+40
1461
$21K ﹤0.01%
+1,215
1462
$21K ﹤0.01%
1,070
1463
$21K ﹤0.01%
2,288
1464
$21K ﹤0.01%
684
1465
$21K ﹤0.01%
1,109
1466
$21K ﹤0.01%
655
1467
$21K ﹤0.01%
572
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%
901
+93
1474
$20K ﹤0.01%
5,010
1475
$20K ﹤0.01%
1,146
57 58
59
60 61