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
826
$4K ﹤0.01%
+66
827
$4K ﹤0.01%
+55
828
$4K ﹤0.01%
93
829
$4K ﹤0.01%
76
-185
830
$4K ﹤0.01%
62
831
$4K ﹤0.01%
6
+5
832
$4K ﹤0.01%
71
833
$4K ﹤0.01%
+210
834
$4K ﹤0.01%
+142
835
$4K ﹤0.01%
54
836
$4K ﹤0.01%
+304
837
$4K ﹤0.01%
31
+26
838
$3K ﹤0.01%
+5
839
$3K ﹤0.01%
58
840
$3K ﹤0.01%
63
+18
841
$3K ﹤0.01%
+143
842
$3K ﹤0.01%
+111
843
$3K ﹤0.01%
96
+27
844
$3K ﹤0.01%
41
845
$3K ﹤0.01%
+27
846
$3K ﹤0.01%
+115
847
$3K ﹤0.01%
+52
848
$3K ﹤0.01%
20
849
$3K ﹤0.01%
+62
850
$3K ﹤0.01%
137
+45
32 33
34
35 36