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
51
$1.06M 0.11%
6,005
+1
52
$1.01M 0.11%
5,627
-213
53
$1M 0.11%
7,490
54
$990K 0.1%
11,393
55
$987K 0.1%
14,452
+26
56
$983K 0.1%
+2,220
57
$971K 0.1%
8,751
-132
58
$969K 0.1%
5,714
59
$967K 0.1%
+24,426
60
$952K 0.1%
12,651
-911
61
$888K 0.09%
4,917
62
$873K 0.09%
26,089
+63
63
$834K 0.09%
9,912
+6,902
64
$812K 0.09%
10,615
65
$773K 0.08%
30,038
+16,534
66
$772K 0.08%
17,167
+4,090
67
$764K 0.08%
6,471
+1
68
$755K 0.08%
25,428
+288
69
$737K 0.08%
22,255
+743
70
$733K 0.08%
24,001
-18,163
71
$675K 0.07%
4,970
-322
72
$659K 0.07%
24,267
+380
73
$659K 0.07%
1,800
-53
74
$646K 0.07%
28,435
+7,833
75
$641K 0.07%
8,640
+3
1 2
3
4 5