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
1126
– –
-5,899
1127
$0 ﹤0.01%
+15
1128
$0 ﹤0.01%
14
1129
– –
-259
1130
– –
-64
1131
– –
-19,886
1132
$0 ﹤0.01%
+9
1133
$0 ﹤0.01%
2
1134
$0 ﹤0.01%
3
1135
– –
-400
1136
– –
-340
1137
– –
-1,200
1138
– –
-28
1139
– –
-76
1140
$0 ﹤0.01%
+6
1141
– –
0
1142
– –
-313
1143
– –
-94
1144
– –
-379
1145
– –
-1,436
1146
– –
-11,695
1147
– –
-487
1148
– –
-282
1149
– –
-793
1150
– –
-198
44 45
46
47 48