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
1576
$13K ﹤0.01%
54
1577
$13K ﹤0.01%
14
1578
$13K ﹤0.01%
548
1579
$13K ﹤0.01%
543
1580
$13K ﹤0.01%
3,252
1581
$13K ﹤0.01%
1,136
1582
$13K ﹤0.01%
2,450
1583
$13K ﹤0.01%
734
1584
$13K ﹤0.01%
848
1585
$13K ﹤0.01%
340
1586
$13K ﹤0.01%
996
1587
$13K ﹤0.01%
162
1588
$13K ﹤0.01%
824
1589
$13K ﹤0.01%
588
1590
$12K ﹤0.01%
591
1591
$12K ﹤0.01%
1,728
1592
$12K ﹤0.01%
357
1593
$12K ﹤0.01%
281
1594
$12K ﹤0.01%
638
1595
$12K ﹤0.01%
122
-1,125
1596
$12K ﹤0.01%
613
1597
$12K ﹤0.01%
383
1598
$12K ﹤0.01%
778
1599
$12K ﹤0.01%
686
1600
$12K ﹤0.01%
2,806
62 63
64
65 66