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
$1.15B
AUM Growth
+$219K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.53M
3
+$1.89M
4
IBHI icon
iShares iBonds 2029 Term High Yield and Income ETF
IBHI
+$1.87M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.83M

Top Sells

1
+$2.2M
2
+$2.13M
3
+$2.12M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.93M
5
HDV icon
iShares Core High Dividend ETF
HDV
+$1.57M

Sector Composition

1 Technology 2.51%
2 Healthcare 1.9%
3 Financials 1.87%
4 Communication Services 1.05%
5 Consumer Discretionary 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.37M 0.55%
32,967
+15,973
27
$5.59M 0.48%
210,974
+17,114
28
$5.21M 0.45%
122,214
-11,578
29
$5.08M 0.44%
203,274
+46,083
30
$5.05M 0.44%
86,271
-20,429
31
$5.04M 0.44%
27,504
+10,003
32
$4.82M 0.42%
58,955
+20
33
$4.72M 0.41%
52,905
34
$4.35M 0.38%
77,156
-2,826
35
$4.3M 0.37%
195,106
+85,952
36
$4.21M 0.37%
7,741
-2,757
37
$4.15M 0.36%
10,201
38
$3.83M 0.33%
167,335
+62,205
39
$3.78M 0.33%
107,790
+1,181
40
$3.62M 0.31%
144,852
+45,745
41
$3.35M 0.29%
143,910
+32,301
42
$2.99M 0.26%
6,233
-294
43
$2.87M 0.25%
5,699
+2,510
44
$2.82M 0.24%
122,067
+45,349
45
$2.8M 0.24%
107,537
+9,713
46
$2.65M 0.23%
33,093
+30
47
$2.56M 0.22%
7,430
+438
48
$2.44M 0.21%
38,379
+9
49
$2.43M 0.21%
13,334
+3
50
$2.37M 0.21%
20,562
+46
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