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
351
$33K 0.01%
328
352
$33K 0.01%
1,152
+472
353
$33K 0.01%
+189
354
$33K 0.01%
666
355
$33K 0.01%
359
-54
356
$33K 0.01%
387
-402
357
$32K 0.01%
695
+191
358
$32K 0.01%
248
-114
359
$32K 0.01%
225
+17
360
$32K 0.01%
1,725
+250
361
$32K 0.01%
1,887
+146
362
$32K 0.01%
537
363
$31K 0.01%
408
+120
364
$31K 0.01%
5,324
-3,334
365
$31K 0.01%
223
+14
366
$31K 0.01%
1,072
367
$31K 0.01%
582
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368
$31K 0.01%
186
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369
$31K 0.01%
181
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370
$31K 0.01%
429
+54
371
$31K 0.01%
+902
372
$31K 0.01%
953
-222
373
$30K 0.01%
630
+20
374
$30K 0.01%
754
+196
375
$30K 0.01%
584
+184
13 14
15
16 17