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
876
$3K ﹤0.01%
+180
877
$3K ﹤0.01%
63
+18
878
$3K ﹤0.01%
48
+39
879
$3K ﹤0.01%
+86
880
$3K ﹤0.01%
+143
881
$3K ﹤0.01%
100
882
$3K ﹤0.01%
+67
883
$3K ﹤0.01%
32
-89
884
$2K ﹤0.01%
121
-343
885
$2K ﹤0.01%
+29
886
$2K ﹤0.01%
+32
887
$2K ﹤0.01%
45
+34
888
$2K ﹤0.01%
14
+10
889
$2K ﹤0.01%
59
890
$2K ﹤0.01%
+27
891
$2K ﹤0.01%
+44
892
$2K ﹤0.01%
+200
893
$2K ﹤0.01%
534
-2,089
894
$2K ﹤0.01%
32
895
$2K ﹤0.01%
22
+1
896
$2K ﹤0.01%
27
897
$2K ﹤0.01%
69
898
$2K ﹤0.01%
+14
899
$2K ﹤0.01%
+110
900
$2K ﹤0.01%
+109
34 35
36
37 38