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
601
$11K ﹤0.01%
120
+79
602
$11K ﹤0.01%
620
603
$11K ﹤0.01%
500
-500
604
$11K ﹤0.01%
562
605
$11K ﹤0.01%
97
606
$11K ﹤0.01%
345
+53
607
$11K ﹤0.01%
+750
608
$10K ﹤0.01%
399
+320
609
$10K ﹤0.01%
+333
610
$10K ﹤0.01%
+115
611
$10K ﹤0.01%
41
+28
612
$10K ﹤0.01%
+205
613
$10K ﹤0.01%
699
614
$10K ﹤0.01%
70
615
$10K ﹤0.01%
49
+8
616
$10K ﹤0.01%
48
617
$10K ﹤0.01%
199
-195
618
$10K ﹤0.01%
387
+358
619
$10K ﹤0.01%
156
-216
620
$10K ﹤0.01%
+109
621
$10K ﹤0.01%
204
622
$9K ﹤0.01%
+172
623
$9K ﹤0.01%
+61
624
$9K ﹤0.01%
564
625
$9K ﹤0.01%
291
+194
23 24
25
26 27