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
$535M
AUM Growth
+$46.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$43.1M
2
+$18.6M
3
+$13.9M
4
XC icon
WisdomTree True Emerging Markets Fund
XC
+$9.99M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$1.57M

Top Sells

1
+$25.6M
2
+$19.6M
3
+$13.1M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$11.9M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$5.99M

Sector Composition

1 Technology 8.98%
2 Financials 5.3%
3 Healthcare 4.1%
4 Consumer Staples 4.05%
5 Industrials 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.33M 0.25%
4,458
-58
52
$1.31M 0.25%
35,342
+1,244
53
$1.25M 0.23%
34,092
+6,490
54
$1.23M 0.23%
2,632
-88
55
$1.2M 0.22%
13,790
-170
56
$1.2M 0.22%
24,425
-122,436
57
$1.19M 0.22%
12,117
-321
58
$1.17M 0.22%
5,738
+3,124
59
$1.16M 0.22%
9,368
-204
60
$1.16M 0.22%
6,493
+424
61
$1.15M 0.21%
5,446
+286
62
$1.13M 0.21%
12,879
+686
63
$1.13M 0.21%
21,642
+498
64
$1.13M 0.21%
2,455
-16
65
$1.08M 0.2%
10,886
+1,601
66
$1.06M 0.2%
4,764
+39
67
$1.04M 0.19%
4,849
+103
68
$1.02M 0.19%
4,911
+637
69
$1.01M 0.19%
112,500
70
$991K 0.19%
20,999
+1,156
71
$970K 0.18%
40,053
-11,307
72
$936K 0.17%
27,445
+191
73
$914K 0.17%
28,306
-5,459
74
$898K 0.17%
14,472
-115
75
$880K 0.16%
9,236
+686
1 2
3
4 5