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
1
$107M 36.21%
1,817,291
+85,475
2
$38.2M 12.96%
531,156
+40,576
3
$16.7M 5.66%
259,270
-2,165
4
$15.8M 5.35%
266,462
+20,255
5
$9.37M 3.17%
90,002
-1,635
6
$6.31M 2.14%
171,591
+16,431
7
$4.26M 1.44%
46,533
-4,225
8
$3.2M 1.08%
31,597
+2,184
9
$2.43M 0.82%
31,683
+2,694
10
$2.39M 0.81%
49,678
+362
11
$2.35M 0.8%
49,504
+8,012
12
$2.34M 0.79%
8,233
+2,189
13
$2.08M 0.7%
+20,743
14
$2.07M 0.7%
44,561
-15,159
15
$2.07M 0.7%
16,846
+172
16
$1.93M 0.65%
50,980
+17,650
17
$1.66M 0.56%
45,679
-675
18
$1.47M 0.5%
18,993
+5,381
19
$1.27M 0.43%
50,574
+100
20
$1.22M 0.41%
10,312
+2,033
21
$1.22M 0.41%
27,428
-50
22
$1.1M 0.37%
5,478
+49
23
$1.08M 0.37%
44,895
24
$1.05M 0.36%
42,003
+1,725
25
$1.04M 0.35%
19,329
+3,372
1
2 3 4 5