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
1701
$6K ﹤0.01%
250
1702
$6K ﹤0.01%
130
1703
$6K ﹤0.01%
240
1704
$6K ﹤0.01%
585
1705
$6K ﹤0.01%
326
1706
$6K ﹤0.01%
397
1707
$6K ﹤0.01%
894
1708
$6K ﹤0.01%
140
1709
$6K ﹤0.01%
10,396
1710
$6K ﹤0.01%
535
1711
$6K ﹤0.01%
390
1712
$5K ﹤0.01%
1,377
1713
$5K ﹤0.01%
120
1714
$5K ﹤0.01%
351
1715
$5K ﹤0.01%
320
1716
$5K ﹤0.01%
90
1717
$5K ﹤0.01%
370
1718
$5K ﹤0.01%
445
1719
$5K ﹤0.01%
110
1720
$5K ﹤0.01%
90
1721
$5K ﹤0.01%
140
1722
$5K ﹤0.01%
180
1723
$5K ﹤0.01%
929
1724
$5K ﹤0.01%
1,020
1725
$5K ﹤0.01%
400