LFA

Legacy Financial Advisors Portfolio holdings

AUM $715M
1-Year Est. Return 22.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.34%
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
626
$8K ﹤0.01%
+600
627
$8K ﹤0.01%
428
628
$8K ﹤0.01%
164
-2,057
629
$8K ﹤0.01%
216
-2,307
630
$8K ﹤0.01%
400
631
$8K ﹤0.01%
150
+21
632
$8K ﹤0.01%
+256
633
$8K ﹤0.01%
+819
634
$8K ﹤0.01%
292
-316
635
$8K ﹤0.01%
59
636
$8K ﹤0.01%
146
+6
637
$8K ﹤0.01%
286
-80
638
$8K ﹤0.01%
+100
639
$8K ﹤0.01%
163
-1,006
640
$8K ﹤0.01%
134
641
$8K ﹤0.01%
123
642
$7K ﹤0.01%
264
+56
643
$7K ﹤0.01%
+100
644
$7K ﹤0.01%
1,436
+131
645
$7K ﹤0.01%
63
646
$7K ﹤0.01%
410
647
$7K ﹤0.01%
+69
648
$7K ﹤0.01%
45
649
$7K ﹤0.01%
277
650
$7K ﹤0.01%
793
+194
24 25
26
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