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
751
$5K ﹤0.01%
82
+10
752
$5K ﹤0.01%
+660
753
$5K ﹤0.01%
110
754
$5K ﹤0.01%
98
-21
755
$5K ﹤0.01%
50
756
$5K ﹤0.01%
221
757
$5K ﹤0.01%
+432
758
$5K ﹤0.01%
436
759
$5K ﹤0.01%
50
760
$5K ﹤0.01%
3
761
$5K ﹤0.01%
99
+17
762
$5K ﹤0.01%
117
+5
763
$4K ﹤0.01%
70
-54
764
$4K ﹤0.01%
51
-79
765
$4K ﹤0.01%
128
-10
766
$4K ﹤0.01%
565
767
$4K ﹤0.01%
100
768
$4K ﹤0.01%
109
-44
769
$4K ﹤0.01%
+111
770
$4K ﹤0.01%
207
-133
771
$4K ﹤0.01%
93
772
$4K ﹤0.01%
71
-161
773
$4K ﹤0.01%
250
774
$4K ﹤0.01%
67
-16
775
$4K ﹤0.01%
33
29 30
31
32 33