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
1001
$1K ﹤0.01%
73
+25
1002
$1K ﹤0.01%
21
-250
1003
$1K ﹤0.01%
46
1004
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12
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1005
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5
1006
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1007
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59
-23
1008
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1009
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1010
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2
1011
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1012
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183
1013
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10
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1015
$1K ﹤0.01%
24
1016
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1017
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1019
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+24
1020
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22
1021
$1K ﹤0.01%
9
1022
$1K ﹤0.01%
+24
1023
$1K ﹤0.01%
+11
1024
$1K ﹤0.01%
132
1025
$1K ﹤0.01%
+8
39 40
41
42 43