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
626
$9K ﹤0.01%
302
+38
627
$9K ﹤0.01%
+300
628
$9K ﹤0.01%
+193
629
$9K ﹤0.01%
126
630
$9K ﹤0.01%
+250
631
$9K ﹤0.01%
291
+194
632
$9K ﹤0.01%
75
+52
633
$9K ﹤0.01%
+291
634
$9K ﹤0.01%
+114
635
$9K ﹤0.01%
99
+90
636
$9K ﹤0.01%
123
637
$9K ﹤0.01%
2
638
$9K ﹤0.01%
97
-60
639
$9K ﹤0.01%
+150
640
$9K ﹤0.01%
167
641
$9K ﹤0.01%
+81
642
$9K ﹤0.01%
251
643
$9K ﹤0.01%
+70
644
$9K ﹤0.01%
+714
645
$9K ﹤0.01%
154
+67
646
$9K ﹤0.01%
+172
647
$9K ﹤0.01%
+61
648
$9K ﹤0.01%
564
649
$9K ﹤0.01%
256
650
$9K ﹤0.01%
1,030
+370
24 25
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