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
276
$50K 0.02%
284
+72
277
$49K 0.02%
1,497
-72
278
$49K 0.02%
307
+69
279
$49K 0.02%
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280
$49K 0.02%
2,263
-78
281
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1,156
+922
282
$49K 0.02%
388
+128
283
$48K 0.02%
1,729
-52
284
$48K 0.02%
221
+139
285
$48K 0.02%
137
286
$46K 0.02%
1,489
+129
287
$46K 0.02%
518
-35
288
$46K 0.02%
408
+41
289
$46K 0.02%
1,570
-668
290
$46K 0.02%
374
+12
291
$45K 0.02%
520
+477
292
$45K 0.02%
10,117
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293
$44K 0.01%
390
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294
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410
+98
295
$44K 0.01%
271
296
$44K 0.01%
981
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297
$44K 0.01%
778
-483
298
$44K 0.01%
104
+16
299
$44K 0.01%
2,108
-51
300
$44K 0.01%
2,370
+152
10 11
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