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
26
$1.01M 0.34%
60,536
-3,955
27
$963K 0.33%
11,919
+644
28
$962K 0.33%
10,800
+4,120
29
$949K 0.32%
12,379
-7,218
30
$949K 0.32%
15,741
31
$913K 0.31%
8,227
+704
32
$889K 0.3%
6,362
+983
33
$888K 0.3%
9,763
-3,375
34
$875K 0.3%
18,251
+610
35
$832K 0.28%
34,351
+2,040
36
$830K 0.28%
12,804
+6,729
37
$778K 0.26%
9,270
-2,885
38
$777K 0.26%
8,635
-387
39
$774K 0.26%
4,032
+1,097
40
$766K 0.26%
17,586
+1,345
41
$734K 0.25%
13,609
+596
42
$732K 0.25%
8,186
-19,470
43
$700K 0.24%
18,382
-20,455
44
$672K 0.23%
12,638
-1,031
45
$635K 0.22%
4,060
+324
46
$602K 0.2%
11,904
+92
47
$598K 0.2%
13,910
+162
48
$575K 0.19%
3,682
+479
49
$570K 0.19%
12,160
+258
50
$562K 0.19%
4,164
-45
1
2
3 4 5