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
876
$3K ﹤0.01%
+329
877
$3K ﹤0.01%
100
878
$3K ﹤0.01%
+67
879
$3K ﹤0.01%
1,000
880
$3K ﹤0.01%
+158
881
$3K ﹤0.01%
+180
882
$3K ﹤0.01%
48
+39
883
$3K ﹤0.01%
+86
884
$2K ﹤0.01%
29
+17
885
$2K ﹤0.01%
20
+8
886
$2K ﹤0.01%
+13
887
$2K ﹤0.01%
+19
888
$2K ﹤0.01%
94
889
$2K ﹤0.01%
+20
890
$2K ﹤0.01%
+84
891
$2K ﹤0.01%
+231
892
$2K ﹤0.01%
19
893
$2K ﹤0.01%
37
894
$2K ﹤0.01%
50
895
$2K ﹤0.01%
113
896
$2K ﹤0.01%
59
897
$2K ﹤0.01%
+14
898
$2K ﹤0.01%
+110
899
$2K ﹤0.01%
+109
900
$2K ﹤0.01%
20
34 35
36
37 38