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
126
$149K 0.05%
2,682
+864
127
$148K 0.05%
515
+74
128
$145K 0.05%
5,560
-2,302
129
$142K 0.05%
2,472
-1,134
130
$140K 0.05%
7,199
-289
131
$138K 0.05%
1,601
+7
132
$138K 0.05%
4,986
-1,420
133
$138K 0.05%
2,404
-321
134
$136K 0.05%
1,678
+136
135
$134K 0.05%
1,763
-2,040
136
$133K 0.05%
1,220
137
$130K 0.04%
1,949
+182
138
$130K 0.04%
2,397
+6
139
$128K 0.04%
649
+4
140
$125K 0.04%
1,733
+192
141
$125K 0.04%
1,968
-1,077
142
$123K 0.04%
1,184
+132
143
$120K 0.04%
1,394
+436
144
$120K 0.04%
6,527
-2,650
145
$118K 0.04%
1,109
+133
146
$115K 0.04%
1,020
+444
147
$114K 0.04%
1,046
+212
148
$112K 0.04%
1,786
-44
149
$111K 0.04%
1,278
150
$108K 0.04%
3,023
+41
4 5
6
7 8