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
651
$9K ﹤0.01%
+181
652
$9K ﹤0.01%
+202
653
$9K ﹤0.01%
+385
654
$9K ﹤0.01%
77
655
$8K ﹤0.01%
163
656
$8K ﹤0.01%
+188
657
$8K ﹤0.01%
+375
658
$8K ﹤0.01%
504
+316
659
$8K ﹤0.01%
54
+37
660
$8K ﹤0.01%
+85
661
$8K ﹤0.01%
59
+18
662
$8K ﹤0.01%
500
663
$8K ﹤0.01%
99
+26
664
$8K ﹤0.01%
192
+45
665
$8K ﹤0.01%
44
+14
666
$8K ﹤0.01%
+199
667
$8K ﹤0.01%
115
+15
668
$8K ﹤0.01%
+256
669
$8K ﹤0.01%
652
+24
670
$8K ﹤0.01%
1,059
671
$8K ﹤0.01%
93
+7
672
$8K ﹤0.01%
385
673
$8K ﹤0.01%
+263
674
$8K ﹤0.01%
+72
675
$8K ﹤0.01%
196
+22
25 26
27
28 29