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
576
$12K ﹤0.01%
422
577
$12K ﹤0.01%
2,137
-1,217
578
$12K ﹤0.01%
264
-155
579
$12K ﹤0.01%
452
-34
580
$12K ﹤0.01%
107
+19
581
$12K ﹤0.01%
+144
582
$12K ﹤0.01%
383
+97
583
$12K ﹤0.01%
51
584
$12K ﹤0.01%
140
+11
585
$12K ﹤0.01%
158
+58
586
$12K ﹤0.01%
+161
587
$12K ﹤0.01%
320
588
$12K ﹤0.01%
523
+107
589
$12K ﹤0.01%
231
590
$11K ﹤0.01%
+158
591
$11K ﹤0.01%
91
-76
592
$11K ﹤0.01%
308
+61
593
$11K ﹤0.01%
+140
594
$11K ﹤0.01%
500
-500
595
$11K ﹤0.01%
97
596
$11K ﹤0.01%
562
597
$11K ﹤0.01%
154
+84
598
$11K ﹤0.01%
72
+12
599
$11K ﹤0.01%
299
600
$11K ﹤0.01%
232
22 23
24
25 26