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
376
$30K 0.01%
4,436
+806
377
$30K 0.01%
382
-94
378
$29K 0.01%
275
+35
379
$29K 0.01%
473
+255
380
$29K 0.01%
180
+174
381
$29K 0.01%
278
+178
382
$29K 0.01%
200
383
$29K 0.01%
1,787
-198
384
$28K 0.01%
218
+105
385
$28K 0.01%
550
+221
386
$28K 0.01%
61
-8
387
$28K 0.01%
91
+53
388
$28K 0.01%
141
389
$28K 0.01%
232
+21
390
$28K 0.01%
81
+15
391
$28K 0.01%
401
+88
392
$27K 0.01%
450
393
$27K 0.01%
149
+23
394
$27K 0.01%
753
-370
395
$27K 0.01%
+25
396
$27K 0.01%
361
-179
397
$27K 0.01%
168
+128
398
$27K 0.01%
1,900
+100
399
$27K 0.01%
784
+75
400
$27K 0.01%
1,169
+68
14 15
16
17 18