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
601
$11K ﹤0.01%
74
602
$11K ﹤0.01%
532
+82
603
$11K ﹤0.01%
311
-169
604
$11K ﹤0.01%
120
+79
605
$11K ﹤0.01%
155
606
$11K ﹤0.01%
345
+53
607
$11K ﹤0.01%
+750
608
$10K ﹤0.01%
+333
609
$10K ﹤0.01%
+205
610
$10K ﹤0.01%
156
-216
611
$10K ﹤0.01%
+109
612
$10K ﹤0.01%
204
613
$10K ﹤0.01%
+115
614
$10K ﹤0.01%
41
+28
615
$10K ﹤0.01%
699
616
$10K ﹤0.01%
70
617
$10K ﹤0.01%
49
+8
618
$10K ﹤0.01%
48
619
$10K ﹤0.01%
199
-195
620
$10K ﹤0.01%
387
+358
621
$10K ﹤0.01%
399
+320
622
$9K ﹤0.01%
105
-222
623
$9K ﹤0.01%
69
624
$9K ﹤0.01%
+283
625
$9K ﹤0.01%
+633
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