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
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$2.77M
3
+$2.5M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.49M
5
IBHG icon
iShares iBonds 2027 Term High Yield and Income ETF
IBHG
+$2.43M

Top Sells

1
+$4.84M
2
+$1.15M
3
+$420K
4
DVY icon
iShares Select Dividend ETF
DVY
+$403K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$400K

Sector Composition

1 Healthcare 1.98%
2 Technology 1.89%
3 Financials 1.79%
4 Industrials 1%
5 Communication Services 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$520K 0.05%
26,678
102
$500K 0.04%
8,311
+1
103
$498K 0.04%
20,234
+2
104
$492K 0.04%
5,042
-97
105
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2,585
+5
106
$467K 0.04%
+5,170
107
$462K 0.04%
1,593
+500
108
$460K 0.04%
8,457
+9
109
$452K 0.04%
10,236
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110
$433K 0.04%
7,992
+618
111
$426K 0.04%
9,404
-3,000
112
$426K 0.04%
15,353
-1,304
113
$408K 0.04%
1,448
+5
114
$394K 0.03%
6,797
+241
115
$389K 0.03%
2,382
-377
116
$388K 0.03%
2,209
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117
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118
$383K 0.03%
3,246
119
$380K 0.03%
+1,036
120
$377K 0.03%
17,927
+211
121
$374K 0.03%
1,892
122
$372K 0.03%
935
123
$360K 0.03%
8,000
124
$356K 0.03%
2,996
-749
125
$350K 0.03%
7,840
+319
3 4
5
6 7