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
751
$6K ﹤0.01%
+300
752
$6K ﹤0.01%
76
-64
753
$6K ﹤0.01%
91
-62
754
$6K ﹤0.01%
146
-281
755
$6K ﹤0.01%
80
756
$6K ﹤0.01%
98
757
$6K ﹤0.01%
651
758
$6K ﹤0.01%
+550
759
$5K ﹤0.01%
136
760
$5K ﹤0.01%
+56
761
$5K ﹤0.01%
63
762
$5K ﹤0.01%
330
763
$5K ﹤0.01%
340
764
$5K ﹤0.01%
+284
765
$5K ﹤0.01%
104
+35
766
$5K ﹤0.01%
90
767
$5K ﹤0.01%
93
-118
768
$5K ﹤0.01%
350
-581
769
$5K ﹤0.01%
81
-129
770
$5K ﹤0.01%
+16
771
$5K ﹤0.01%
+176
772
$5K ﹤0.01%
+90
773
$5K ﹤0.01%
67
774
$5K ﹤0.01%
565
775
$5K ﹤0.01%
250
29 30
31
32 33