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
651
$9K ﹤0.01%
1,030
+370
652
$9K ﹤0.01%
+202
653
$9K ﹤0.01%
+385
654
$9K ﹤0.01%
77
655
$8K ﹤0.01%
196
+22
656
$8K ﹤0.01%
108
657
$8K ﹤0.01%
149
+32
658
$8K ﹤0.01%
99
+26
659
$8K ﹤0.01%
192
+45
660
$8K ﹤0.01%
44
+14
661
$8K ﹤0.01%
+199
662
$8K ﹤0.01%
115
+15
663
$8K ﹤0.01%
+256
664
$8K ﹤0.01%
163
665
$8K ﹤0.01%
+188
666
$8K ﹤0.01%
+375
667
$8K ﹤0.01%
504
+316
668
$8K ﹤0.01%
652
+24
669
$8K ﹤0.01%
1,059
670
$8K ﹤0.01%
93
+7
671
$8K ﹤0.01%
385
672
$8K ﹤0.01%
+263
673
$8K ﹤0.01%
+72
674
$8K ﹤0.01%
+1,200
675
$8K ﹤0.01%
308
25 26
27
28 29