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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%
500
752
$5K ﹤0.01%
199
753
$5K ﹤0.01%
99
+17
754
$5K ﹤0.01%
117
+5
755
$5K ﹤0.01%
82
+10
756
$5K ﹤0.01%
+660
757
$5K ﹤0.01%
110
758
$5K ﹤0.01%
98
-21
759
$5K ﹤0.01%
50
760
$5K ﹤0.01%
221
761
$5K ﹤0.01%
+432
762
$5K ﹤0.01%
436
763
$4K ﹤0.01%
250
764
$4K ﹤0.01%
30
765
$4K ﹤0.01%
1,200
766
$4K ﹤0.01%
70
-54
767
$4K ﹤0.01%
51
-79
768
$4K ﹤0.01%
128
-10
769
$4K ﹤0.01%
565
770
$4K ﹤0.01%
100
771
$4K ﹤0.01%
34
772
$4K ﹤0.01%
75
+14
773
$4K ﹤0.01%
89
774
$4K ﹤0.01%
+177
775
$4K ﹤0.01%
67
29 30
31
32 33