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
551
$14K ﹤0.01%
+228
552
$14K ﹤0.01%
810
553
$14K ﹤0.01%
403
+12
554
$14K ﹤0.01%
596
555
$14K ﹤0.01%
132
556
$13K ﹤0.01%
+159
557
$13K ﹤0.01%
236
558
$13K ﹤0.01%
130
+7
559
$13K ﹤0.01%
394
560
$13K ﹤0.01%
558
+503
561
$13K ﹤0.01%
+645
562
$13K ﹤0.01%
125
+66
563
$13K ﹤0.01%
174
+36
564
$13K ﹤0.01%
61
+40
565
$13K ﹤0.01%
744
566
$13K ﹤0.01%
170
+100
567
$13K ﹤0.01%
647
-447
568
$13K ﹤0.01%
432
569
$13K ﹤0.01%
+381
570
$13K ﹤0.01%
+175
571
$13K ﹤0.01%
197
572
$13K ﹤0.01%
+114
573
$12K ﹤0.01%
156
574
$12K ﹤0.01%
443
+412
575
$12K ﹤0.01%
+84
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