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
51
$2.24M 0.19%
61,116
52
$2M 0.17%
13,539
+75
53
$1.87M 0.16%
+80,885
54
$1.87M 0.16%
80,481
+9,062
55
$1.82M 0.16%
23,522
+23
56
$1.81M 0.16%
16,073
+50
57
$1.76M 0.15%
82,278
58
$1.63M 0.14%
1,800
59
$1.53M 0.13%
68,619
60
$1.44M 0.12%
7,101
61
$1.39M 0.12%
1,631
62
$1.38M 0.12%
33,280
-51,115
63
$1.27M 0.11%
14,464
+6
64
$1.27M 0.11%
12,770
65
$1.26M 0.11%
10,236
+5,066
66
$1.25M 0.11%
15,564
+1,033
67
$1.2M 0.1%
9,653
+2
68
$1.18M 0.1%
8,122
69
$1.1M 0.1%
8,886
70
$1.05M 0.09%
44,298
71
$1.04M 0.09%
26,379
+50
72
$1.03M 0.09%
7,268
+5
73
$1M 0.09%
15,674
74
$940K 0.08%
5,434
+14
75
$880K 0.08%
5,627
1 2
3
4 5