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
1476
$20K ﹤0.01%
470
1477
$20K ﹤0.01%
1,258
1478
$20K ﹤0.01%
901
+93
1479
$20K ﹤0.01%
5,010
1480
$20K ﹤0.01%
1,146
1481
$20K ﹤0.01%
690
1482
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+570
1483
$20K ﹤0.01%
839
1484
$20K ﹤0.01%
3,270
1485
$20K ﹤0.01%
1,326
1486
$20K ﹤0.01%
649
1487
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892
1488
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688
1489
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899
1490
$20K ﹤0.01%
977
1491
$19K ﹤0.01%
2,000
1492
$19K ﹤0.01%
591
1493
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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%
1,042
1499
$19K ﹤0.01%
230
1500
$19K ﹤0.01%
364
58 59
60
61 62