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
676
$8K ﹤0.01%
108
677
$8K ﹤0.01%
149
+32
678
$8K ﹤0.01%
+1,200
679
$8K ﹤0.01%
308
680
$8K ﹤0.01%
+148
681
$8K ﹤0.01%
288
+17
682
$7K ﹤0.01%
115
-255
683
$7K ﹤0.01%
58
684
$7K ﹤0.01%
+43
685
$7K ﹤0.01%
96
686
$7K ﹤0.01%
581
+352
687
$7K ﹤0.01%
158
+41
688
$7K ﹤0.01%
517
-1,740
689
$7K ﹤0.01%
89
690
$7K ﹤0.01%
192
691
$7K ﹤0.01%
58
692
$7K ﹤0.01%
103
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693
$7K ﹤0.01%
+201
694
$7K ﹤0.01%
49
+16
695
$7K ﹤0.01%
132
-18
696
$7K ﹤0.01%
206
-162
697
$7K ﹤0.01%
88
+6
698
$7K ﹤0.01%
12
699
$7K ﹤0.01%
+360
700
$7K ﹤0.01%
160
-513
26 27
28
29 30