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
126
$276K 0.03%
4,256
-30
127
$273K 0.03%
3,675
+16
128
$271K 0.03%
6,556
-5
129
$265K 0.03%
5,561
-430
130
$260K 0.03%
+10,700
131
$257K 0.03%
8,000
132
$249K 0.03%
4,228
133
$248K 0.03%
9,850
134
$241K 0.03%
+1,125
135
$237K 0.03%
1,361
+10
136
$231K 0.02%
5,252
-3,653
137
$231K 0.02%
+1,524
138
$230K 0.02%
933
+10
139
$229K 0.02%
9,320
+670
140
$228K 0.02%
+2,292
141
$225K 0.02%
3,334
+3
142
$222K 0.02%
+1,900
143
$221K 0.02%
+7,061
144
$216K 0.02%
8,735
145
$215K 0.02%
+4,273
146
$213K 0.02%
1,773
147
$213K 0.02%
+5,768
148
$210K 0.02%
18,047
-308
149
$207K 0.02%
+4,127
150
$205K 0.02%
+2,731
3 4 5
6
7