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
801
$4K ﹤0.01%
+55
802
$4K ﹤0.01%
14
-44
803
$4K ﹤0.01%
263
-169
804
$4K ﹤0.01%
51
+21
805
$4K ﹤0.01%
226
806
$4K ﹤0.01%
+398
807
$4K ﹤0.01%
+114
808
$4K ﹤0.01%
240
+29
809
$4K ﹤0.01%
54
+33
810
$4K ﹤0.01%
33
-33
811
$4K ﹤0.01%
192
-2,016
812
$4K ﹤0.01%
70
813
$4K ﹤0.01%
75
+48
814
$4K ﹤0.01%
116
+6
815
$4K ﹤0.01%
+48
816
$4K ﹤0.01%
99
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817
$4K ﹤0.01%
41
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818
$4K ﹤0.01%
1,128
819
$4K ﹤0.01%
+25
820
$4K ﹤0.01%
+56
821
$4K ﹤0.01%
256
+46
822
$4K ﹤0.01%
26
-6
823
$4K ﹤0.01%
69
+39
824
$4K ﹤0.01%
+48
825
$4K ﹤0.01%
177
31 32
33
34 35