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
751
$6K ﹤0.01%
80
752
$6K ﹤0.01%
+25
753
$6K ﹤0.01%
98
754
$6K ﹤0.01%
217
+111
755
$6K ﹤0.01%
+48
756
$6K ﹤0.01%
40
757
$6K ﹤0.01%
651
758
$6K ﹤0.01%
+550
759
$5K ﹤0.01%
34
760
$5K ﹤0.01%
194
+133
761
$5K ﹤0.01%
+74
762
$5K ﹤0.01%
136
763
$5K ﹤0.01%
58
+10
764
$5K ﹤0.01%
67
765
$5K ﹤0.01%
+221
766
$5K ﹤0.01%
110
767
$5K ﹤0.01%
250
768
$5K ﹤0.01%
119
769
$5K ﹤0.01%
+19
770
$5K ﹤0.01%
43
+22
771
$5K ﹤0.01%
+155
772
$5K ﹤0.01%
565
773
$5K ﹤0.01%
614
-537
774
$5K ﹤0.01%
+143
775
$5K ﹤0.01%
+56
29 30
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