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
626
$8K ﹤0.01%
385
+103
627
$8K ﹤0.01%
43
+5
628
$8K ﹤0.01%
88
+23
629
$8K ﹤0.01%
48
+3
630
$8K ﹤0.01%
177
-67
631
$8K ﹤0.01%
126
+71
632
$8K ﹤0.01%
193
-33
633
$8K ﹤0.01%
146
+6
634
$8K ﹤0.01%
286
-80
635
$8K ﹤0.01%
251
-4,109
636
$8K ﹤0.01%
405
637
$8K ﹤0.01%
+600
638
$8K ﹤0.01%
216
-2,307
639
$8K ﹤0.01%
400
640
$8K ﹤0.01%
150
+21
641
$8K ﹤0.01%
+100
642
$7K ﹤0.01%
264
+56
643
$7K ﹤0.01%
+100
644
$7K ﹤0.01%
1,436
+131
645
$7K ﹤0.01%
793
+194
646
$7K ﹤0.01%
63
647
$7K ﹤0.01%
410
648
$7K ﹤0.01%
+69
649
$7K ﹤0.01%
45
650
$7K ﹤0.01%
277
24 25
26
27 28