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
451
$20K 0.01%
500
452
$20K 0.01%
349
-100
453
$20K 0.01%
+492
454
$20K 0.01%
150
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455
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123
456
$20K 0.01%
415
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457
$20K 0.01%
3,140
-3,770
458
$20K 0.01%
+214
459
$20K 0.01%
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460
$20K 0.01%
203
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461
$20K 0.01%
91
462
$19K 0.01%
600
463
$19K 0.01%
472
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464
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132
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465
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211
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467
$19K 0.01%
522
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468
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472
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256
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473
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152
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474
$18K 0.01%
940
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475
$18K 0.01%
277
+119
17 18
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