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
1601
$12K ﹤0.01%
910
1602
$12K ﹤0.01%
1,885
1603
$12K ﹤0.01%
1,197
1604
$12K ﹤0.01%
1,470
1605
$12K ﹤0.01%
38
1606
$12K ﹤0.01%
530
1607
$12K ﹤0.01%
318
+49
1608
$12K ﹤0.01%
365
1609
$11K ﹤0.01%
550
1610
$11K ﹤0.01%
867
1611
$11K ﹤0.01%
400
1612
$11K ﹤0.01%
107
1613
$11K ﹤0.01%
839
1614
$11K ﹤0.01%
1,820
1615
$11K ﹤0.01%
707
1616
$11K ﹤0.01%
600
1617
$11K ﹤0.01%
481
1618
$11K ﹤0.01%
1,218
1619
$11K ﹤0.01%
1,070
1620
$11K ﹤0.01%
2,025
1621
$11K ﹤0.01%
323
1622
$11K ﹤0.01%
413
1623
$11K ﹤0.01%
581
1624
$11K ﹤0.01%
90
1625
$11K ﹤0.01%
249
63 64
65
66 67