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
951
$1K ﹤0.01%
73
+25
952
$1K ﹤0.01%
16
953
$1K ﹤0.01%
+17
954
$1K ﹤0.01%
21
-250
955
$1K ﹤0.01%
46
956
$1K ﹤0.01%
12
+5
957
$1K ﹤0.01%
+59
958
$1K ﹤0.01%
18
959
$1K ﹤0.01%
+33
960
$1K ﹤0.01%
21
+12
961
$1K ﹤0.01%
41
962
$1K ﹤0.01%
12
963
$1K ﹤0.01%
+11
964
$1K ﹤0.01%
10
965
$1K ﹤0.01%
+35
966
$1K ﹤0.01%
13
967
$1K ﹤0.01%
+17
968
$1K ﹤0.01%
13
969
$1K ﹤0.01%
+11
970
$1K ﹤0.01%
+100
971
$1K ﹤0.01%
3
972
$1K ﹤0.01%
39
973
$1K ﹤0.01%
14
974
$1K ﹤0.01%
86
-50
975
$1K ﹤0.01%
23
+10
37 38
39
40 41