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
1751
$3K ﹤0.01%
190
1752
$3K ﹤0.01%
434
1753
$3K ﹤0.01%
2,035
1754
$3K ﹤0.01%
230
1755
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399
1756
$3K ﹤0.01%
120
1757
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110
1758
$3K ﹤0.01%
320
1759
$3K ﹤0.01%
728
1760
$3K ﹤0.01%
630
1761
$3K ﹤0.01%
52
-142
1762
$3K ﹤0.01%
64
1763
$3K ﹤0.01%
1,413
1764
$3K ﹤0.01%
170
1765
$3K ﹤0.01%
57
1766
$3K ﹤0.01%
675
1767
$3K ﹤0.01%
180
1768
$3K ﹤0.01%
362
1769
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290
1770
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970
1771
$3K ﹤0.01%
491
1772
$3K ﹤0.01%
60
1773
$3K ﹤0.01%
2
1774
$3K ﹤0.01%
76
1775
$2K ﹤0.01%
500