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
1726
$5K ﹤0.01%
280
1727
$5K ﹤0.01%
293
1728
$5K ﹤0.01%
2,171
1729
$5K ﹤0.01%
2,385
1730
$5K ﹤0.01%
597
1731
$5K ﹤0.01%
460
1732
$5K ﹤0.01%
841
1733
$5K ﹤0.01%
200
1734
$4K ﹤0.01%
140
1735
$4K ﹤0.01%
631
1736
$4K ﹤0.01%
70
1737
$4K ﹤0.01%
120
1738
$4K ﹤0.01%
145
1739
$4K ﹤0.01%
852
1740
$4K ﹤0.01%
720
1741
$4K ﹤0.01%
1,094
1742
$4K ﹤0.01%
452
1743
$4K ﹤0.01%
1
1744
$4K ﹤0.01%
150
1745
$4K ﹤0.01%
2,060
1746
$4K ﹤0.01%
290
1747
$4K ﹤0.01%
70
1748
$4K ﹤0.01%
40
1749
$3K ﹤0.01%
80
1750
$3K ﹤0.01%
524
68 69
70
71 72