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
401
$27K 0.01%
905
402
$27K 0.01%
149
+23
403
$26K 0.01%
454
+69
404
$26K 0.01%
+2,398
405
$26K 0.01%
141
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406
$26K 0.01%
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407
$26K 0.01%
300
408
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507
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409
$25K 0.01%
297
410
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346
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411
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156
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412
$25K 0.01%
5,333
413
$25K 0.01%
412
414
$25K 0.01%
+1,082
415
$24K 0.01%
+332
416
$24K 0.01%
237
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417
$24K 0.01%
1,210
418
$24K 0.01%
1,305
419
$23K 0.01%
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420
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422
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355
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423
$23K 0.01%
200
424
$23K 0.01%
242
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425
$23K 0.01%
619
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15 16
17
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