LFA

Legacy Financial Advisors Portfolio holdings

AUM $726M
1-Year Est. Return 19.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.8%
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
+$3.48M
2
+$2.57M
3
+$2.07M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.67M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$1.39M

Top Sells

1
+$3.71M
2
+$2.35M
3
+$812K
4
PG icon
Procter & Gamble
PG
+$722K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$436K

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
726
$5K ﹤0.01%
90
727
$5K ﹤0.01%
+89
728
$5K ﹤0.01%
287
-73
729
$5K ﹤0.01%
80
730
$5K ﹤0.01%
82
+10
731
$5K ﹤0.01%
+660
732
$5K ﹤0.01%
110
733
$5K ﹤0.01%
98
-21
734
$5K ﹤0.01%
50
735
$5K ﹤0.01%
221
736
$5K ﹤0.01%
436
737
$5K ﹤0.01%
50
738
$5K ﹤0.01%
73
+29
739
$5K ﹤0.01%
119
+99
740
$5K ﹤0.01%
+136
741
$5K ﹤0.01%
604
+121
742
$5K ﹤0.01%
21
743
$5K ﹤0.01%
61
+1
744
$5K ﹤0.01%
196
745
$5K ﹤0.01%
100
746
$5K ﹤0.01%
63
747
$5K ﹤0.01%
142
748
$5K ﹤0.01%
74
749
$5K ﹤0.01%
112
750
$5K ﹤0.01%
44
28 29
30
31 32