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
326
$37K 0.01%
232
-94
327
$37K 0.01%
427
-450
328
$37K 0.01%
389
+110
329
$36K 0.01%
876
+12
330
$36K 0.01%
873
331
$36K 0.01%
490
+18
332
$36K 0.01%
1,230
+48
333
$36K 0.01%
135
+9
334
$36K 0.01%
135
335
$35K 0.01%
338
+29
336
$35K 0.01%
700
337
$35K 0.01%
304
338
$35K 0.01%
303
+64
339
$35K 0.01%
202
+178
340
$35K 0.01%
900
-198
341
$35K 0.01%
332
+36
342
$34K 0.01%
202
-38
343
$34K 0.01%
400
+49
344
$34K 0.01%
204
+159
345
$34K 0.01%
3,675
+125
346
$34K 0.01%
823
-610
347
$34K 0.01%
633
-347
348
$34K 0.01%
169
+17
349
$34K 0.01%
507
350
$33K 0.01%
734
+45
12 13
14
15 16