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
1076
– –
-198
1077
– –
-1,697
1078
– –
-25
1079
– –
-503
1080
– –
-203
1081
– –
-2,368
1082
– –
-584
1083
– –
-158
1084
– –
-440
1085
$0 ﹤0.01%
14
1086
– –
-99
1087
$0 ﹤0.01%
11
1088
– –
-472
1089
– –
-233
1090
– –
-873
1091
$0 ﹤0.01%
+19
1092
$0 ﹤0.01%
11
1093
– –
-1,000
1094
– –
-604
1095
– –
-216
1096
$0 ﹤0.01%
22
1097
– –
0
1098
– –
-51
1099
– –
-128
1100
– –
0
42 43
44
45 46