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
1501
$18K ﹤0.01%
811
1502
$18K ﹤0.01%
2,220
1503
$18K ﹤0.01%
1,142
1504
$18K ﹤0.01%
580
1505
$18K ﹤0.01%
1,103
1506
$18K ﹤0.01%
3,189
1507
$18K ﹤0.01%
581
1508
$18K ﹤0.01%
689
1509
$18K ﹤0.01%
655
1510
$18K ﹤0.01%
368
1511
$18K ﹤0.01%
795
1512
$18K ﹤0.01%
1,200
1513
$18K ﹤0.01%
1,006
1514
$18K ﹤0.01%
255
1515
$18K ﹤0.01%
379
1516
$18K ﹤0.01%
1,945
1517
$18K ﹤0.01%
1,025
1518
$17K ﹤0.01%
2,634
-57
1519
$17K ﹤0.01%
878
+4
1520
$17K ﹤0.01%
619
1521
$17K ﹤0.01%
687
1522
$17K ﹤0.01%
2,704
1523
$17K ﹤0.01%
152
-950
1524
$17K ﹤0.01%
1,110
1525
$17K ﹤0.01%
885
59 60
61
62 63