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
1801
$1K ﹤0.01%
29
1802
$1K ﹤0.01%
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1803
$1K ﹤0.01%
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1804
$1K ﹤0.01%
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1805
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1806
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1807
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1808
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1809
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1810
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1811
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1812
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1813
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1814
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10
1815
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1816
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1817
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1818
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1819
$1K ﹤0.01%
50
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1820
$1K ﹤0.01%
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1821
$1K ﹤0.01%
92
1822
$1K ﹤0.01%
360
1823
$1K ﹤0.01%
51
1824
$1K ﹤0.01%
80
1825
$1K ﹤0.01%
40