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
526
$15K 0.01%
117
+47
527
$15K 0.01%
1,003
+283
528
$15K 0.01%
279
+49
529
$15K 0.01%
559
530
$15K 0.01%
99
531
$15K 0.01%
183
+40
532
$15K 0.01%
400
533
$15K 0.01%
380
+34
534
$14K ﹤0.01%
78
+7
535
$14K ﹤0.01%
96
+45
536
$14K ﹤0.01%
202
+39
537
$14K ﹤0.01%
606
+119
538
$14K ﹤0.01%
224
539
$14K ﹤0.01%
107
+19
540
$14K ﹤0.01%
140
+32
541
$14K ﹤0.01%
460
542
$14K ﹤0.01%
162
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543
$14K ﹤0.01%
335
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544
$14K ﹤0.01%
178
+16
545
$14K ﹤0.01%
250
546
$14K ﹤0.01%
885
547
$14K ﹤0.01%
141
548
$14K ﹤0.01%
199
+150
549
$14K ﹤0.01%
331
550
$14K ﹤0.01%
86
+3
20 21
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