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
576
$12K ﹤0.01%
51
577
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140
+11
578
$12K ﹤0.01%
156
579
$12K ﹤0.01%
452
-34
580
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443
+412
581
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+84
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107
+19
583
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+144
584
$12K ﹤0.01%
422
585
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158
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586
$12K ﹤0.01%
+161
587
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320
588
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523
+107
589
$12K ﹤0.01%
231
590
$11K ﹤0.01%
91
-76
591
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+158
592
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72
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594
$11K ﹤0.01%
299
595
$11K ﹤0.01%
232
596
$11K ﹤0.01%
308
+61
597
$11K ﹤0.01%
+140
598
$11K ﹤0.01%
74
599
$11K ﹤0.01%
532
+82
600
$11K ﹤0.01%
311
-169
22 23
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