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
551
$11K ﹤0.01%
391
+29
552
$11K ﹤0.01%
573
+137
553
$11K ﹤0.01%
+132
554
$10K ﹤0.01%
94
555
$10K ﹤0.01%
156
556
$10K ﹤0.01%
299
557
$10K ﹤0.01%
1,000
558
$10K ﹤0.01%
232
559
$10K ﹤0.01%
+487
560
$10K ﹤0.01%
143
-31
561
$10K ﹤0.01%
88
+82
562
$10K ﹤0.01%
2,623
+601
563
$10K ﹤0.01%
368
+81
564
$10K ﹤0.01%
378
565
$10K ﹤0.01%
282
-11
566
$10K ﹤0.01%
312
567
$10K ﹤0.01%
155
568
$10K ﹤0.01%
209
569
$10K ﹤0.01%
234
+11
570
$10K ﹤0.01%
211
+1
571
$10K ﹤0.01%
614
-54
572
$10K ﹤0.01%
261
+200
573
$10K ﹤0.01%
487
+293
574
$10K ﹤0.01%
97
-31
575
$10K ﹤0.01%
129
+116
21 22
23
24 25