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
1526
$17K ﹤0.01%
1,173
1527
$17K ﹤0.01%
630
1528
$17K ﹤0.01%
740
1529
$16K ﹤0.01%
1,000
1530
$16K ﹤0.01%
161
1531
$16K ﹤0.01%
1,990
1532
$16K ﹤0.01%
710
1533
$16K ﹤0.01%
846
1534
$16K ﹤0.01%
1,680
1535
$16K ﹤0.01%
701
1536
$16K ﹤0.01%
5,550
1537
$16K ﹤0.01%
836
1538
$16K ﹤0.01%
908
1539
$16K ﹤0.01%
767
1540
$16K ﹤0.01%
776
1541
$16K ﹤0.01%
585
1542
$16K ﹤0.01%
900
1543
$16K ﹤0.01%
1,609
1544
$16K ﹤0.01%
550
1545
$16K ﹤0.01%
457
1546
$16K ﹤0.01%
1,029
1547
$16K ﹤0.01%
1,073
1548
$15K ﹤0.01%
1,164
+108
1549
$15K ﹤0.01%
1,470
1550
$15K ﹤0.01%
1,154
60 61
62
63 64