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
726
$6K ﹤0.01%
170
+28
727
$6K ﹤0.01%
176
728
$6K ﹤0.01%
+200
729
$6K ﹤0.01%
+325
730
$6K ﹤0.01%
186
731
$6K ﹤0.01%
+119
732
$6K ﹤0.01%
+328
733
$6K ﹤0.01%
100
734
$6K ﹤0.01%
+19
735
$6K ﹤0.01%
74
736
$6K ﹤0.01%
112
737
$6K ﹤0.01%
76
738
$6K ﹤0.01%
127
+27
739
$6K ﹤0.01%
+156
740
$6K ﹤0.01%
226
741
$6K ﹤0.01%
70
+62
742
$6K ﹤0.01%
101
+26
743
$6K ﹤0.01%
+58
744
$6K ﹤0.01%
364
745
$6K ﹤0.01%
225
746
$6K ﹤0.01%
+233
747
$6K ﹤0.01%
46
-309
748
$6K ﹤0.01%
73
+32
749
$6K ﹤0.01%
15
+10
750
$6K ﹤0.01%
151
28 29
30
31 32