LIA

LBMC Investment Advisors Portfolio holdings

AUM $1.64B
1-Year Est. Return 15.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.57B
AUM Growth
+$167M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$8.11M
3
+$6.58M
4
IBHJ icon
iShares iBonds 2030 Term High Yield and Income ETF
IBHJ
+$6.49M
5
IBHK
iShares iBonds 2031 Term High Yield and Income ETF
IBHK
+$6.42M

Top Sells

1
+$3.15M
2
+$1.04M
3
+$797K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$609K
5
VT icon
Vanguard Total World Stock ETF
VT
+$602K

Sector Composition

1 Technology 2.94%
2 Financials 2.54%
3 Healthcare 1.75%
4 Communication Services 1.11%
5 Industrials 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$652K 0.04%
20,780
127
$636K 0.04%
13,580
+1,875
128
$620K 0.04%
6,559
-34
129
$609K 0.04%
+1,891
130
$601K 0.04%
1,295
131
$577K 0.04%
15,775
-1,585
132
$572K 0.04%
1,250
+740
133
$556K 0.04%
7,043
-372
134
$555K 0.04%
+3,042
135
$543K 0.03%
3,246
136
$541K 0.03%
3,851
-41
137
$524K 0.03%
4,235
+992
138
$523K 0.03%
22,484
-4,012
139
$517K 0.03%
1,048
-35
140
$499K 0.03%
8,573
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141
$489K 0.03%
+1,750
142
$488K 0.03%
7,112
143
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144
$461K 0.03%
+1,500
145
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16,070
-3,696
146
$439K 0.03%
+2,764
147
$434K 0.03%
2,187
+876
148
$429K 0.03%
+2,109
149
$422K 0.03%
1,000
150
$422K 0.03%
6,630
4 5
6
7 8