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
176
$93K 0.03%
988
+163
177
$92K 0.03%
2,332
-73
178
$92K 0.03%
656
-124
179
$92K 0.03%
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180
$91K 0.03%
8,046
181
$91K 0.03%
1,426
+512
182
$89K 0.03%
2,006
+657
183
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184
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752
+278
185
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468
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186
$87K 0.03%
+2,527
187
$86K 0.03%
769
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188
$85K 0.03%
3,045
+208
189
$85K 0.03%
+12,030
190
$84K 0.03%
1,989
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191
$84K 0.03%
1,133
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192
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193
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194
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991
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195
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196
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1,281
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197
$81K 0.03%
25,268
+1,821
198
$80K 0.03%
1,608
+107
199
$79K 0.03%
9,360
+550
200
$79K 0.03%
1,295
-27
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