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
1476
$20K ﹤0.01%
1,258
1477
$20K ﹤0.01%
690
1478
$20K ﹤0.01%
+570
1479
$20K ﹤0.01%
839
1480
$20K ﹤0.01%
3,270
1481
$20K ﹤0.01%
1,326
1482
$20K ﹤0.01%
649
1483
$20K ﹤0.01%
892
1484
$20K ﹤0.01%
688
1485
$20K ﹤0.01%
899
1486
$20K ﹤0.01%
977
1487
$20K ﹤0.01%
1,659
1488
$20K ﹤0.01%
929
1489
$20K ﹤0.01%
949
1490
$20K ﹤0.01%
470
1491
$19K ﹤0.01%
2,000
1492
$19K ﹤0.01%
591
1493
$19K ﹤0.01%
1,070
1494
$19K ﹤0.01%
990
1495
$19K ﹤0.01%
237
1496
$19K ﹤0.01%
1,088
1497
$19K ﹤0.01%
1,343
1498
$19K ﹤0.01%
364
1499
$19K ﹤0.01%
1,042
1500
$19K ﹤0.01%
230
58 59
60
61 62