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 12.91%
4 Industrials 11.45%
5 Consumer Staples 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1801
$1K ﹤0.01%
334
1802
$1K ﹤0.01%
529
1803
$1K ﹤0.01%
360
1804
$1K ﹤0.01%
29
1805
$1K ﹤0.01%
40
1806
$1K ﹤0.01%
32
1807
$1K ﹤0.01%
77
1808
$1K ﹤0.01%
25
1809
$1K ﹤0.01%
40
1810
$1K ﹤0.01%
685
1811
$1K ﹤0.01%
120
1812
$1K ﹤0.01%
62
1813
$1K ﹤0.01%
350
1814
$1K ﹤0.01%
190
1815
$1K ﹤0.01%
10
1816
$1K ﹤0.01%
60
1817
$1K ﹤0.01%
210
1818
$1K ﹤0.01%
50
1819
$1K ﹤0.01%
20
1820
$1K ﹤0.01%
50
-194
1821
$1K ﹤0.01%
185
1822
$1K ﹤0.01%
92
1823
$1K ﹤0.01%
360
1824
$1K ﹤0.01%
51
1825
$1K ﹤0.01%
80
71 72
73
74 75