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
1051
$0 ﹤0.01%
24
-27
1052
– –
-743
1053
$0 ﹤0.01%
11
1054
– –
-472
1055
– –
-54
1056
– –
-193
1057
– –
-235
1058
– –
-147
1059
– –
-146
1060
– –
-209
1061
– –
-1,060
1062
– –
0
1063
$0 ﹤0.01%
15
1064
– –
-1,900
1065
– –
-614
1066
– –
0
1067
– –
-600
1068
– –
-1,124
1069
– –
-16
1070
– –
-10
1071
– –
-920
1072
– –
0
1073
– –
-41
1074
$0 ﹤0.01%
7
1075
– –
-152
41 42
43
44 45