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
801
$4K ﹤0.01%
+66
802
$4K ﹤0.01%
33
-33
803
$4K ﹤0.01%
192
-2,016
804
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70
805
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75
+48
806
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116
+6
807
$4K ﹤0.01%
+48
808
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99
+50
809
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41
+17
810
$4K ﹤0.01%
1,128
811
$4K ﹤0.01%
144
+42
812
$4K ﹤0.01%
+114
813
$4K ﹤0.01%
100
814
$4K ﹤0.01%
109
815
$4K ﹤0.01%
59
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816
$4K ﹤0.01%
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817
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14
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818
$4K ﹤0.01%
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819
$4K ﹤0.01%
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820
$4K ﹤0.01%
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821
$4K ﹤0.01%
256
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822
$4K ﹤0.01%
26
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823
$4K ﹤0.01%
69
+39
824
$4K ﹤0.01%
+48
825
$4K ﹤0.01%
+55
31 32
33
34 35