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
1626
$10K ﹤0.01%
1,850
1627
$10K ﹤0.01%
843
1628
$10K ﹤0.01%
350
1629
$10K ﹤0.01%
1,311
1630
$10K ﹤0.01%
1,263
1631
$10K ﹤0.01%
3,503
1632
$10K ﹤0.01%
300
1633
$10K ﹤0.01%
2,970
1634
$10K ﹤0.01%
113
1635
$10K ﹤0.01%
1,500
1636
$10K ﹤0.01%
1,122
+222
1637
$10K ﹤0.01%
47
1638
$10K ﹤0.01%
274
-16
1639
$10K ﹤0.01%
918
1640
$10K ﹤0.01%
1,681
1641
$10K ﹤0.01%
1,164
1642
$10K ﹤0.01%
500
1643
$10K ﹤0.01%
1,214
1644
$10K ﹤0.01%
3,099
1645
$9K ﹤0.01%
275
1646
$9K ﹤0.01%
856
1647
$9K ﹤0.01%
2,608
1648
$9K ﹤0.01%
763
1649
$9K ﹤0.01%
90
1650
$9K ﹤0.01%
200
64 65
66
67 68