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
776
$5K ﹤0.01%
63
777
$5K ﹤0.01%
330
778
$5K ﹤0.01%
340
779
$5K ﹤0.01%
+160
780
$5K ﹤0.01%
+284
781
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104
+35
782
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90
783
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93
-118
784
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350
-581
785
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81
-129
786
$5K ﹤0.01%
+16
787
$5K ﹤0.01%
+176
788
$5K ﹤0.01%
250
789
$5K ﹤0.01%
67
790
$5K ﹤0.01%
+67
791
$5K ﹤0.01%
436
792
$5K ﹤0.01%
+90
793
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794
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265
+170
795
$4K ﹤0.01%
240
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796
$4K ﹤0.01%
54
+33
797
$4K ﹤0.01%
54
798
$4K ﹤0.01%
+304
799
$4K ﹤0.01%
263
-169
800
$4K ﹤0.01%
177
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