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
726
$5K ﹤0.01%
+432
727
$5K ﹤0.01%
436
728
$5K ﹤0.01%
50
729
$5K ﹤0.01%
3
730
$5K ﹤0.01%
73
+29
731
$5K ﹤0.01%
119
+99
732
$5K ﹤0.01%
+136
733
$5K ﹤0.01%
604
+121
734
$5K ﹤0.01%
21
735
$5K ﹤0.01%
61
+1
736
$5K ﹤0.01%
196
737
$5K ﹤0.01%
100
738
$5K ﹤0.01%
63
739
$5K ﹤0.01%
142
740
$5K ﹤0.01%
74
741
$5K ﹤0.01%
112
742
$5K ﹤0.01%
44
743
$5K ﹤0.01%
340
-1,045
744
$5K ﹤0.01%
76
+24
745
$5K ﹤0.01%
19
-35
746
$5K ﹤0.01%
70
747
$5K ﹤0.01%
509
+72
748
$5K ﹤0.01%
32
+2
749
$5K ﹤0.01%
89
+79
750
$5K ﹤0.01%
+364
28 29
30
31 32