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
201
$77K 0.03%
1,837
+1,282
202
$77K 0.03%
452
+61
203
$77K 0.03%
622
+113
204
$77K 0.03%
364
+161
205
$76K 0.03%
1,567
+1,085
206
$76K 0.03%
396
+44
207
$75K 0.03%
9,521
-1,486
208
$75K 0.03%
553
+341
209
$75K 0.03%
1,612
+565
210
$74K 0.03%
1,154
-94
211
$74K 0.03%
1,111
+49
212
$73K 0.02%
2,298
-1
213
$73K 0.02%
891
+211
214
$73K 0.02%
401
-22
215
$73K 0.02%
403
+39
216
$72K 0.02%
909
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217
$72K 0.02%
464
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218
$72K 0.02%
41
-2
219
$72K 0.02%
1,386
+92
220
$71K 0.02%
373
+118
221
$71K 0.02%
686
+205
222
$70K 0.02%
783
+245
223
$70K 0.02%
4,011
224
$69K 0.02%
+963
225
$69K 0.02%
717
7 8
9
10 11