LFA

Legacy Financial Advisors Portfolio holdings

AUM $723M
1-Year Est. Return 21.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.93%
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
+$4.79M
2
+$2.84M
3
+$2.08M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$1.18M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$652K

Top Sells

1
+$2.72M
2
+$1.67M
3
+$1.36M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$848K
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$759K

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
351
$33K 0.01%
+189
352
$33K 0.01%
359
-54
353
$33K 0.01%
734
+45
354
$33K 0.01%
387
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355
$33K 0.01%
328
356
$33K 0.01%
1,152
+472
357
$32K 0.01%
695
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358
$32K 0.01%
1,887
+146
359
$32K 0.01%
248
-114
360
$32K 0.01%
225
+17
361
$32K 0.01%
1,725
+250
362
$32K 0.01%
537
363
$31K 0.01%
408
+120
364
$31K 0.01%
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-3,334
365
$31K 0.01%
223
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366
$31K 0.01%
1,072
367
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371
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372
$31K 0.01%
953
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373
$30K 0.01%
630
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374
$30K 0.01%
754
+196
375
$30K 0.01%
584
+184
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