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
901
$2K ﹤0.01%
+42
902
$2K ﹤0.01%
91
903
$2K ﹤0.01%
165
+94
904
$2K ﹤0.01%
+25
905
$2K ﹤0.01%
+45
906
$2K ﹤0.01%
+106
907
$2K ﹤0.01%
+78
908
$2K ﹤0.01%
21
-126
909
$2K ﹤0.01%
+32
910
$2K ﹤0.01%
+27
911
$2K ﹤0.01%
+44
912
$2K ﹤0.01%
25
913
$2K ﹤0.01%
+63
914
$2K ﹤0.01%
+200
915
$2K ﹤0.01%
+300
916
$2K ﹤0.01%
534
-2,089
917
$2K ﹤0.01%
32
918
$2K ﹤0.01%
22
+1
919
$2K ﹤0.01%
27
920
$2K ﹤0.01%
69
921
$2K ﹤0.01%
+75
922
$2K ﹤0.01%
+21
923
$2K ﹤0.01%
26
924
$2K ﹤0.01%
+563
925
$2K ﹤0.01%
6
35 36
37
38 39