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
726
$6K ﹤0.01%
170
+28
727
$6K ﹤0.01%
100
728
$6K ﹤0.01%
+19
729
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+100
730
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+300
731
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74
732
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733
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734
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127
+27
735
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+156
736
$6K ﹤0.01%
226
737
$6K ﹤0.01%
70
+62
738
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101
+26
739
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+58
740
$6K ﹤0.01%
364
741
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742
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743
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744
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745
$6K ﹤0.01%
15
+10
746
$6K ﹤0.01%
176
747
$6K ﹤0.01%
151
748
$6K ﹤0.01%
76
-64
749
$6K ﹤0.01%
91
-62
750
$6K ﹤0.01%
146
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28 29
30
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