LFA

Legacy Financial Advisors Portfolio holdings

AUM $640M
1-Year Est. Return 17.88%
This Quarter Est. Return
1 Year Est. Return
+17.88%
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
51
$559K 0.19%
9,520
+3,580
52
$547K 0.19%
1,937
-25
53
$543K 0.18%
10,758
-1,421
54
$536K 0.18%
6,364
+730
55
$515K 0.17%
12,792
+5,843
56
$514K 0.17%
2,080
+349
57
$502K 0.17%
15,135
+295
58
$493K 0.17%
9,136
59
$492K 0.17%
4,578
-361
60
$487K 0.17%
1,277
+493
61
$484K 0.16%
8,460
-653
62
$479K 0.16%
3,888
+1,287
63
$462K 0.16%
18,387
-10,776
64
$459K 0.16%
9,776
65
$457K 0.15%
10,640
+3,568
66
$454K 0.15%
7,720
+600
67
$435K 0.15%
1,848
+554
68
$422K 0.14%
2,640
+40
69
$422K 0.14%
4,028
+178
70
$409K 0.14%
7,569
+3,123
71
$401K 0.14%
2,113
+147
72
$401K 0.14%
5,049
+40
73
$392K 0.13%
3,201
+604
74
$382K 0.13%
7,678
-157
75
$377K 0.13%
2,262
+570
1 2
3
4 5