LFA

Legacy Financial Advisors Portfolio holdings

AUM $640M
1-Year Est. Return 17.88%
This Quarter Est. Return
1 Year Est. Return
+17.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$264M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,012
New
Increased
Reduced
Closed

Top Buys

1 +$2.17M
2 +$1.27M
3 +$889K
4
BUD icon
AB InBev
BUD
+$712K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$622K

Top Sells

1 +$765K
2 +$640K
3 +$568K
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$444K
5
CCJ icon
Cameco
CCJ
+$307K

Sector Composition

1 Financials 8.74%
2 Consumer Staples 4.36%
3 Technology 3.3%
4 Healthcare 2.78%
5 Energy 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
876
$1K ﹤0.01%
9
877
$1K ﹤0.01%
+10
878
$1K ﹤0.01%
8
879
$1K ﹤0.01%
8
880
$1K ﹤0.01%
3
881
$1K ﹤0.01%
+13
882
$1K ﹤0.01%
+25
883
$1K ﹤0.01%
24
884
$1K ﹤0.01%
65
-1,696
885
$1K ﹤0.01%
41
886
$1K ﹤0.01%
+7
887
$1K ﹤0.01%
6
888
$1K ﹤0.01%
+20
889
$1K ﹤0.01%
+10
890
$1K ﹤0.01%
7
891
$1K ﹤0.01%
+16
892
$1K ﹤0.01%
8
893
$1K ﹤0.01%
+282
894
$1K ﹤0.01%
+16
895
$1K ﹤0.01%
300
896
$1K ﹤0.01%
26
897
$1K ﹤0.01%
50
898
$1K ﹤0.01%
+104
899
$1K ﹤0.01%
5
900
$1K ﹤0.01%
9