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
776
$5K ﹤0.01%
67
777
$5K ﹤0.01%
110
778
$5K ﹤0.01%
+67
779
$5K ﹤0.01%
436
780
$5K ﹤0.01%
322
+92
781
$5K ﹤0.01%
265
+170
782
$5K ﹤0.01%
614
-537
783
$5K ﹤0.01%
+143
784
$5K ﹤0.01%
+160
785
$5K ﹤0.01%
34
786
$5K ﹤0.01%
58
+10
787
$5K ﹤0.01%
+147
788
$5K ﹤0.01%
250
789
$5K ﹤0.01%
119
790
$5K ﹤0.01%
+19
791
$5K ﹤0.01%
194
+133
792
$5K ﹤0.01%
+74
793
$5K ﹤0.01%
43
+22
794
$5K ﹤0.01%
+155
795
$4K ﹤0.01%
+275
796
$4K ﹤0.01%
51
797
$4K ﹤0.01%
144
+42
798
$4K ﹤0.01%
100
799
$4K ﹤0.01%
109
800
$4K ﹤0.01%
59
-101
30 31
32
33 34