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
301
$44K 0.01%
2,169
302
$44K 0.01%
1,012
+35
303
$43K 0.01%
812
+249
304
$43K 0.01%
1,539
+491
305
$42K 0.01%
926
306
$41K 0.01%
478
+153
307
$41K 0.01%
736
308
$41K 0.01%
2,280
-2,050
309
$40K 0.01%
103
310
$40K 0.01%
388
311
$40K 0.01%
561
+365
312
$39K 0.01%
535
-145
313
$39K 0.01%
512
+41
314
$39K 0.01%
486
+32
315
$39K 0.01%
247
+196
316
$39K 0.01%
850
317
$39K 0.01%
+88
318
$39K 0.01%
1,758
+292
319
$38K 0.01%
837
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320
$38K 0.01%
377
+327
321
$38K 0.01%
156
+42
322
$38K 0.01%
273
+46
323
$38K 0.01%
206
+31
324
$38K 0.01%
+334
325
$37K 0.01%
184
+10
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