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
851
$3K ﹤0.01%
137
+45
852
$3K ﹤0.01%
+111
853
$3K ﹤0.01%
96
+27
854
$3K ﹤0.01%
41
855
$3K ﹤0.01%
+27
856
$3K ﹤0.01%
+115
857
$3K ﹤0.01%
+52
858
$3K ﹤0.01%
401
859
$3K ﹤0.01%
101
+71
860
$3K ﹤0.01%
25
+20
861
$3K ﹤0.01%
+67
862
$3K ﹤0.01%
+94
863
$3K ﹤0.01%
200
864
$3K ﹤0.01%
30
865
$3K ﹤0.01%
+167
866
$3K ﹤0.01%
+48
867
$3K ﹤0.01%
33
868
$3K ﹤0.01%
55
+47
869
$3K ﹤0.01%
+14
870
$3K ﹤0.01%
+20
871
$3K ﹤0.01%
51
+41
872
$3K ﹤0.01%
70
-8
873
$3K ﹤0.01%
+329
874
$3K ﹤0.01%
1,000
875
$3K ﹤0.01%
+158
33 34
35
36 37