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
176
$204K 0.02%
+4,267
177
$201K 0.02%
+2,871
178
$201K 0.02%
+345
179
$177K 0.02%
13,294
+156
180
$173K 0.02%
+10,600
181
$4.02K ﹤0.01%
22,000
182
– –
-6,693
183
– –
-1,893
184
$0 ﹤0.01%
+50,000
4 5 6 7
8