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
1551
$15K ﹤0.01%
960
1552
$15K ﹤0.01%
692
1553
$15K ﹤0.01%
580
1554
$15K ﹤0.01%
2,010
1555
$15K ﹤0.01%
967
1556
$15K ﹤0.01%
+735
1557
$15K ﹤0.01%
422
1558
$15K ﹤0.01%
1,667
+170
1559
$15K ﹤0.01%
1,101
1560
$15K ﹤0.01%
90
1561
$14K ﹤0.01%
1,153
1562
$14K ﹤0.01%
1,229
1563
$14K ﹤0.01%
380
1564
$14K ﹤0.01%
1,096
1565
$14K ﹤0.01%
360
1566
$14K ﹤0.01%
483
1567
$14K ﹤0.01%
700
1568
$14K ﹤0.01%
167
1569
$14K ﹤0.01%
2,592
1570
$14K ﹤0.01%
2,099
1571
$14K ﹤0.01%
2,127
1572
$14K ﹤0.01%
120
1573
$14K ﹤0.01%
725
1574
$14K ﹤0.01%
1,400
1575
$13K ﹤0.01%
838
61 62
63
64 65