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
76
$856K 0.07%
5,853
+2
77
$855K 0.07%
21,503
-749
78
$792K 0.07%
4,354
+882
79
$768K 0.07%
2,925
80
$766K 0.07%
1,736
81
$758K 0.07%
10,615
82
$757K 0.07%
9,902
83
$741K 0.06%
23,481
84
$739K 0.06%
2,028
-750
85
$732K 0.06%
26,652
86
$727K 0.06%
4,570
+97
87
$696K 0.06%
19,867
88
$671K 0.06%
4,136
89
$664K 0.06%
8,657
-1,112
90
$664K 0.06%
5,805
+2
91
$663K 0.06%
4,018
+19
92
$644K 0.06%
1,083
-261
93
$644K 0.06%
13,214
-1,961
94
$625K 0.05%
2,500
95
$604K 0.05%
2,500
+500
96
$596K 0.05%
21,547
+422
97
$591K 0.05%
+8,950
98
$581K 0.05%
20,780
99
$563K 0.05%
8,312
+1
100
$553K 0.05%
11,649
+6
2 3
4
5 6