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
151
$251K 0.02%
+5,000
152
$251K 0.02%
1,366
153
$250K 0.02%
7,061
154
$247K 0.02%
1,664
+15
155
$246K 0.02%
5,000
156
$245K 0.02%
10,700
157
$244K 0.02%
5,822
-1,232
158
$244K 0.02%
4,228
159
$244K 0.02%
13,843
-113
160
$243K 0.02%
1,817
161
$242K 0.02%
8,735
162
$234K 0.02%
+1,419
163
$231K 0.02%
+430
164
$229K 0.02%
9,320
165
$227K 0.02%
2,254
166
$227K 0.02%
2,416
+488
167
$225K 0.02%
1,094
168
$224K 0.02%
2,133
169
$217K 0.02%
+1,050
170
$216K 0.02%
1,241
171
$211K 0.02%
+775
172
$210K 0.02%
10,079
173
$209K 0.02%
+1,500
174
$208K 0.02%
600
175
$205K 0.02%
2,024
4 5 6
7
8