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
926
$2K ﹤0.01%
121
-343
927
$2K ﹤0.01%
+29
928
$2K ﹤0.01%
45
+34
929
$2K ﹤0.01%
14
+10
930
$2K ﹤0.01%
23
931
$2K ﹤0.01%
88
+63
932
$2K ﹤0.01%
66
933
$2K ﹤0.01%
+37
934
$2K ﹤0.01%
+25
935
$2K ﹤0.01%
23
+17
936
$2K ﹤0.01%
140
-609
937
$2K ﹤0.01%
3
938
$1K ﹤0.01%
18
939
$1K ﹤0.01%
21
940
$1K ﹤0.01%
+43
941
$1K ﹤0.01%
25
942
$1K ﹤0.01%
+5
943
$1K ﹤0.01%
50
-765
944
$1K ﹤0.01%
41
945
$1K ﹤0.01%
12
946
$1K ﹤0.01%
+35
947
$1K ﹤0.01%
13
948
$1K ﹤0.01%
+17
949
$1K ﹤0.01%
13
950
$1K ﹤0.01%
+300
36 37
38
39 40