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
526
$15K 0.01%
310
+170
527
$15K 0.01%
212
+190
528
$15K 0.01%
699
529
$15K 0.01%
293
530
$15K 0.01%
338
531
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99
532
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183
+40
533
$15K 0.01%
400
534
$14K ﹤0.01%
162
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535
$14K ﹤0.01%
335
+30
536
$14K ﹤0.01%
178
+16
537
$14K ﹤0.01%
250
538
$14K ﹤0.01%
885
539
$14K ﹤0.01%
141
540
$14K ﹤0.01%
199
+150
541
$14K ﹤0.01%
331
542
$14K ﹤0.01%
86
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543
$14K ﹤0.01%
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544
$14K ﹤0.01%
78
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545
$14K ﹤0.01%
96
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546
$14K ﹤0.01%
202
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547
$14K ﹤0.01%
606
+119
548
$14K ﹤0.01%
224
549
$14K ﹤0.01%
107
+19
550
$14K ﹤0.01%
810
20 21
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