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
701
$7K ﹤0.01%
80
702
$7K ﹤0.01%
277
703
$7K ﹤0.01%
253
+172
704
$7K ﹤0.01%
134
705
$7K ﹤0.01%
+109
706
$7K ﹤0.01%
+395
707
$7K ﹤0.01%
+113
708
$7K ﹤0.01%
44
709
$7K ﹤0.01%
+75
710
$7K ﹤0.01%
100
+11
711
$7K ﹤0.01%
+320
712
$7K ﹤0.01%
+81
713
$7K ﹤0.01%
15
+12
714
$7K ﹤0.01%
+132
715
$7K ﹤0.01%
63
716
$7K ﹤0.01%
221
717
$7K ﹤0.01%
114
+88
718
$7K ﹤0.01%
+125
719
$7K ﹤0.01%
135
720
$6K ﹤0.01%
+48
721
$6K ﹤0.01%
+100
722
$6K ﹤0.01%
+300
723
$6K ﹤0.01%
+25
724
$6K ﹤0.01%
217
+111
725
$6K ﹤0.01%
40
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