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
951
$1K ﹤0.01%
60
-1,061
952
$1K ﹤0.01%
22
953
$1K ﹤0.01%
142
954
$1K ﹤0.01%
+17
955
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18
956
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18
957
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40
958
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15
959
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35
-36
960
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85
961
$1K ﹤0.01%
16
-113
962
$1K ﹤0.01%
1
963
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30
+13
964
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62
965
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23
966
$1K ﹤0.01%
+13
967
$1K ﹤0.01%
48
968
$1K ﹤0.01%
13
969
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+100
970
$1K ﹤0.01%
+107
971
$1K ﹤0.01%
+9
972
$1K ﹤0.01%
+59
973
$1K ﹤0.01%
18
974
$1K ﹤0.01%
+33
975
$1K ﹤0.01%
21
+12
37 38
39
40 41