LFA

Legacy Financial Advisors Portfolio holdings

AUM $726M
1-Year Est. Return 19.8%
This Quarter Est. Return
1 Year Est. Return
+19.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$295M
AUM Growth
+$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,214
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$2.92M
3
+$2.08M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$1.2M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$669K

Top Sells

1
+$2.72M
2
+$1.74M
3
+$1.37M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$848K
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$779K

Sector Composition

1 Financials 7.99%
2 Consumer Staples 4.6%
3 Technology 3.31%
4 Healthcare 2.78%
5 Energy 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$68K 0.02%
430
-9
227
$68K 0.02%
603
+5
228
$67K 0.02%
415
+140
229
$67K 0.02%
1,134
+284
230
$66K 0.02%
1,222
231
$66K 0.02%
646
+36
232
$66K 0.02%
4,252
-206
233
$66K 0.02%
1,589
+202
234
$65K 0.02%
1,102
+22
235
$65K 0.02%
2,246
+478
236
$64K 0.02%
1,100
+40
237
$64K 0.02%
672
+75
238
$63K 0.02%
442
+68
239
$63K 0.02%
1,047
-14
240
$62K 0.02%
4,442
241
$62K 0.02%
1,180
+351
242
$62K 0.02%
1,083
-235
243
$62K 0.02%
300
244
$61K 0.02%
339
+32
245
$61K 0.02%
842
+69
246
$61K 0.02%
560
247
$60K 0.02%
1,463
+165
248
$59K 0.02%
1,215
+294
249
$59K 0.02%
335
+256
250
$59K 0.02%
621
+69
8 9
10
11 12