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
251
$59K 0.02%
702
+222
252
$59K 0.02%
226
253
$58K 0.02%
2,307
+73
254
$58K 0.02%
1,001
+182
255
$58K 0.02%
444
+198
256
$58K 0.02%
504
+97
257
$57K 0.02%
1,094
-229
258
$57K 0.02%
604
+7
259
$56K 0.02%
742
+247
260
$56K 0.02%
1,498
+252
261
$55K 0.02%
1,060
+362
262
$55K 0.02%
383
-70
263
$54K 0.02%
2,027
264
$54K 0.02%
2,201
+205
265
$54K 0.02%
547
266
$54K 0.02%
1,057
+165
267
$53K 0.02%
2,410
-309
268
$53K 0.02%
1,124
-1,034
269
$53K 0.02%
661
+17
270
$53K 0.02%
770
+189
271
$52K 0.02%
2,172
-814
272
$51K 0.02%
+2,346
273
$50K 0.02%
874
-425
274
$50K 0.02%
268
-52
275
$50K 0.02%
3,065
9 10
11
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