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
451
$16K 0.01%
65
+60
452
$16K 0.01%
+172
453
$16K 0.01%
123
+9
454
$16K 0.01%
158
-7
455
$16K 0.01%
323
456
$16K 0.01%
+559
457
$16K 0.01%
394
+166
458
$16K 0.01%
419
+153
459
$16K 0.01%
190
460
$16K 0.01%
445
461
$16K 0.01%
575
462
$15K 0.01%
500
463
$15K 0.01%
1,475
464
$15K 0.01%
62
+7
465
$15K 0.01%
351
+339
466
$15K 0.01%
549
-166
467
$15K 0.01%
366
468
$15K 0.01%
363
469
$15K 0.01%
400
470
$15K 0.01%
310
471
$15K 0.01%
650
+556
472
$15K 0.01%
136
+90
473
$15K 0.01%
1,060
474
$15K 0.01%
1,146
+892
475
$15K 0.01%
200
+100
17 18
19
20 21