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
101
$226K 0.08%
6,915
-605
102
$221K 0.07%
3,223
+2,664
103
$220K 0.07%
1,440
104
$219K 0.07%
1,690
+128
105
$216K 0.07%
2,662
+217
106
$209K 0.07%
+1,878
107
$204K 0.07%
4,453
+4,423
108
$203K 0.07%
2,227
+1,339
109
$196K 0.07%
3,157
+62
110
$189K 0.06%
1,895
-279
111
$188K 0.06%
3,943
-1,041
112
$179K 0.06%
4,466
+695
113
$176K 0.06%
7,025
+263
114
$175K 0.06%
4,137
+949
115
$174K 0.06%
1,589
+38
116
$172K 0.06%
4,508
-1
117
$167K 0.06%
6,798
+2,388
118
$165K 0.06%
3,404
+228
119
$164K 0.06%
1,300
120
$162K 0.05%
591
+141
121
$160K 0.05%
1,431
+521
122
$152K 0.05%
3,568
+773
123
$150K 0.05%
2,797
-544
124
$150K 0.05%
2,139
-20
125
$149K 0.05%
418
+82
3 4
5
6 7