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
$948M
AUM Growth
+$79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$2.12M
3
+$1.89M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.32M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$983K

Top Sells

1
+$4.6M
2
+$2.92M
3
+$2.33M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.85M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.47M

Sector Composition

1 Healthcare 1.78%
2 Financials 1.55%
3 Technology 1.43%
4 Industrials 0.66%
5 Consumer Staples 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.17M 0.55%
13,527
+5,552
27
$4M 0.42%
55,650
28
$3.92M 0.41%
83,116
-400
29
$3.23M 0.34%
127,427
+18,657
30
$3.17M 0.33%
55,433
+273
31
$3.15M 0.33%
10,192
32
$3.04M 0.32%
12,677
-388
33
$1.99M 0.21%
18,020
-55
34
$1.98M 0.21%
31,119
+15
35
$1.94M 0.21%
27,222
+75
36
$1.9M 0.2%
14,016
-679
37
$1.89M 0.2%
+22,994
38
$1.72M 0.18%
5,456
+2
39
$1.68M 0.18%
33,065
+8
40
$1.67M 0.18%
6,264
-953
41
$1.59M 0.17%
18,909
+680
42
$1.57M 0.17%
61,116
43
$1.24M 0.13%
82,545
44
$1.24M 0.13%
69,519
+2,403
45
$1.23M 0.13%
14,244
+97
46
$1.22M 0.13%
46,255
+25,600
47
$1.22M 0.13%
44,298
48
$1.19M 0.13%
13,440
-770
49
$1.13M 0.12%
12,703
-260
50
$1.07M 0.11%
9,662
-1,422
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