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
676
$8K ﹤0.01%
+148
677
$8K ﹤0.01%
288
+17
678
$8K ﹤0.01%
54
+37
679
$8K ﹤0.01%
+85
680
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59
+18
681
$8K ﹤0.01%
500
682
$7K ﹤0.01%
114
+88
683
$7K ﹤0.01%
+125
684
$7K ﹤0.01%
+360
685
$7K ﹤0.01%
135
686
$7K ﹤0.01%
160
-513
687
$7K ﹤0.01%
206
-162
688
$7K ﹤0.01%
80
689
$7K ﹤0.01%
277
690
$7K ﹤0.01%
253
+172
691
$7K ﹤0.01%
134
692
$7K ﹤0.01%
+109
693
$7K ﹤0.01%
+395
694
$7K ﹤0.01%
+113
695
$7K ﹤0.01%
115
-255
696
$7K ﹤0.01%
58
697
$7K ﹤0.01%
+43
698
$7K ﹤0.01%
96
699
$7K ﹤0.01%
581
+352
700
$7K ﹤0.01%
158
+41
26 27
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