LFA

Legacy Financial Advisors Portfolio holdings

AUM $723M
1-Year Est. Return 21.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$258M
AUM Growth
-$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,098
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$2.57M
3
+$2.15M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.66M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$1.42M

Top Sells

1
+$3.94M
2
+$2.47M
3
+$876K
4
PG icon
Procter & Gamble
PG
+$703K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$479K

Sector Composition

1 Financials 8.46%
2 Consumer Staples 4.62%
3 Technology 2.83%
4 Healthcare 2.74%
5 Energy 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$47K 0.02%
+989
252
$46K 0.02%
8,658
+4,791
253
$46K 0.02%
+6,910
254
$46K 0.02%
547
255
$46K 0.02%
1,047
+924
256
$45K 0.02%
+538
257
$45K 0.02%
1,076
-394
258
$45K 0.02%
773
+99
259
$45K 0.02%
10,541
+8,655
260
$44K 0.02%
3,065
261
$44K 0.02%
1,996
-1,117
262
$44K 0.02%
1,387
+317
263
$44K 0.02%
1,246
+1,194
264
$44K 0.02%
819
-339
265
$43K 0.02%
307
+7
266
$43K 0.02%
481
+191
267
$43K 0.02%
892
+298
268
$43K 0.02%
228
+156
269
$43K 0.02%
680
-134
270
$42K 0.02%
644
+378
271
$42K 0.02%
275
-125
272
$42K 0.02%
2,159
-1,807
273
$42K 0.02%
1,098
274
$41K 0.02%
255
+133
275
$41K 0.02%
553
+295
9 10
11
12 13