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
$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
76
$343K 0.12%
12,423
+3,091
77
$339K 0.11%
2,029
+246
78
$338K 0.11%
6,089
-761
79
$337K 0.11%
5,422
+3,046
80
$337K 0.11%
2,403
-426
81
$319K 0.11%
25,121
+218
82
$310K 0.11%
9,531
+1,008
83
$309K 0.1%
13,064
+160
84
$309K 0.1%
2,915
-12,890
85
$306K 0.1%
3,824
+468
86
$305K 0.1%
11,567
-29
87
$302K 0.1%
7,144
88
$301K 0.1%
18,320
89
$294K 0.1%
5,695
-678
90
$293K 0.1%
3,635
-251
91
$292K 0.1%
4,852
-1
92
$290K 0.1%
4,905
-528
93
$287K 0.1%
9,530
+4,460
94
$278K 0.09%
5,753
+1,683
95
$268K 0.09%
1,409
+695
96
$260K 0.09%
2,763
-720
97
$246K 0.08%
2,620
+6
98
$241K 0.08%
6,020
+1,535
99
$239K 0.08%
2,704
-287
100
$226K 0.08%
1,300
+340
2 3
4
5 6