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
776
$4K ﹤0.01%
40
777
$4K ﹤0.01%
152
778
$4K ﹤0.01%
41
779
$4K ﹤0.01%
250
780
$4K ﹤0.01%
30
781
$4K ﹤0.01%
1,200
782
$4K ﹤0.01%
1,407
-12
783
$4K ﹤0.01%
117
-25
784
$4K ﹤0.01%
+100
785
$4K ﹤0.01%
34
786
$4K ﹤0.01%
75
+14
787
$4K ﹤0.01%
89
788
$4K ﹤0.01%
+177
789
$4K ﹤0.01%
67
790
$4K ﹤0.01%
+24
791
$3K ﹤0.01%
100
792
$3K ﹤0.01%
211
793
$3K ﹤0.01%
23
+2
794
$3K ﹤0.01%
41
795
$3K ﹤0.01%
70
796
$3K ﹤0.01%
+400
797
$3K ﹤0.01%
57
+52
798
$3K ﹤0.01%
110
-17
799
$3K ﹤0.01%
76
+47
800
$3K ﹤0.01%
200
30 31
32
33 34