LIA

LBMC Investment Advisors Portfolio holdings

AUM $1.57B
1-Year Est. Return 10.61%
This Quarter Est. Return
1 Year Est. Return
+10.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.07M
AUM Growth
-$1.05B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$17.4K
2
+$7.87K
3
+$6.4K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$6.18K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$5.54K

Top Sells

1
+$69.6M
2
+$16.1M
3
+$10.7M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$786K
5
HDV icon
iShares Core High Dividend ETF
HDV
+$738K

Sector Composition

1 Healthcare 1.72%
2 Technology 1.68%
3 Financials 1.48%
4 Industrials 0.83%
5 Communication Services 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.38K 0.41%
116,439
+37,344
27
$4.16K 0.39%
500
-67,424
28
$3.81K 0.36%
2,500
-7,733
29
$3.67K 0.34%
40,399
-17,612
30
$3.66K 0.34%
9,079
-3,110
31
$3.15K 0.29%
4,824
-2,956
32
$3.14K 0.29%
17,620
33
$2.93K 0.27%
56,150
34
$2.87K 0.27%
10,510
35
$2.79K 0.26%
79,660
+59,780
36
$2.19K 0.2%
690
-60,426
37
$2.18K 0.2%
10,707
-3,769
38
$2.04K 0.19%
48,008
+41,848
39
$2.02K 0.19%
998
-10,858
40
$2.01K 0.19%
747,360
+709,150
41
$1.9K 0.18%
18,459
+2,532
42
$1.89K 0.18%
125,503
+99,821
43
$1.8K 0.17%
19,880
+6,080
44
$1.71K 0.16%
3,743
-14,534
45
$1.67K 0.16%
31,791
46
$1.63K 0.15%
3,329
-38,759
47
$1.49K 0.14%
1,012
-18,614
48
$1.31K 0.12%
5,336
-2,448
49
$1.29K 0.12%
59,868
-12,696
50
$1.25K 0.12%
10,000
-29,960
1
2
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