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
626
$9K ﹤0.01%
69
627
$9K ﹤0.01%
75
+52
628
$9K ﹤0.01%
+283
629
$9K ﹤0.01%
+633
630
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302
+38
631
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+181
632
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105
-222
633
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634
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+114
635
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99
+90
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$9K ﹤0.01%
123
637
$9K ﹤0.01%
2
638
$9K ﹤0.01%
+300
639
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+193
640
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97
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641
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+150
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643
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644
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+250
645
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646
$9K ﹤0.01%
251
647
$9K ﹤0.01%
+70
648
$9K ﹤0.01%
+714
649
$9K ﹤0.01%
154
+67
650
$9K ﹤0.01%
256
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