LIA
LBMC Investment Advisors Portfolio holdings
AUM
$1.4B
1-Year Return
12.01%
This Quarter Return
-1.25%
1 Year Return
+12.01%
3 Year Return
+42.94%
5 Year Return
+77.45%
10 Year Return
+122.48%
AUM
$1.07M
AUM Growth
-$1.05B
(-100%)
Cap. Flow
-$102M
Cap. Flow
% of AUM
-9,571.23%
Top 10 Holdings %
Top 10 Hldgs %
76.12%
Holding
173
New
8
Increased
58
Reduced
59
Closed
11
Top Buys
| 1 |
iShares Select U.S. REIT ETF
ICF
|
$17.4K |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$7.87K |
| 3 |
Vanguard High Dividend Yield ETF
VYM
|
$6.4K |
| 4 |
iShares S&P 500 Value ETF
IVE
|
$6.18K |
| 5 |
iShares MSCI Emerging Markets ETF
EEM
|
$5.55K |
Top Sells
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$69.6M |
| 2 |
iShares Russell 2000 ETF
IWM
|
$16.1M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$10.7M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$786K |
| 5 |
iShares Core High Dividend ETF
HDV
|
$738K |
Sector Composition
| 1 | Healthcare | 1.72% |
| 2 | Technology | 1.68% |
| 3 | Financials | 1.48% |
| 4 | Industrials | 0.83% |
| 5 | Communication Services | 0.82% |
