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
551
$14K ﹤0.01%
403
+12
552
$14K ﹤0.01%
140
+32
553
$14K ﹤0.01%
596
554
$14K ﹤0.01%
132
555
$14K ﹤0.01%
460
556
$13K ﹤0.01%
+159
557
$13K ﹤0.01%
+645
558
$13K ﹤0.01%
125
+66
559
$13K ﹤0.01%
174
+36
560
$13K ﹤0.01%
61
+40
561
$13K ﹤0.01%
236
562
$13K ﹤0.01%
130
+7
563
$13K ﹤0.01%
744
564
$13K ﹤0.01%
394
565
$13K ﹤0.01%
558
+503
566
$13K ﹤0.01%
170
+100
567
$13K ﹤0.01%
647
-447
568
$13K ﹤0.01%
432
569
$13K ﹤0.01%
+381
570
$13K ﹤0.01%
+175
571
$13K ﹤0.01%
197
572
$13K ﹤0.01%
+114
573
$12K ﹤0.01%
2,137
-1,217
574
$12K ﹤0.01%
264
-155
575
$12K ﹤0.01%
383
+97
21 22
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