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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
801
$3K ﹤0.01%
47
802
$3K ﹤0.01%
+62
803
$3K ﹤0.01%
124
804
$3K ﹤0.01%
51
805
$3K ﹤0.01%
54
806
$3K ﹤0.01%
106
-227
807
$3K ﹤0.01%
100
808
$3K ﹤0.01%
226
+207
809
$3K ﹤0.01%
115
+101
810
$3K ﹤0.01%
+230
811
$3K ﹤0.01%
43
+23
812
$3K ﹤0.01%
17
813
$3K ﹤0.01%
+1,000
814
$3K ﹤0.01%
211
815
$3K ﹤0.01%
23
+2
816
$3K ﹤0.01%
41
817
$3K ﹤0.01%
70
818
$3K ﹤0.01%
+400
819
$3K ﹤0.01%
57
+52
820
$3K ﹤0.01%
110
-17
821
$3K ﹤0.01%
76
+47
822
$3K ﹤0.01%
200
823
$3K ﹤0.01%
30
824
$3K ﹤0.01%
1,128
825
$3K ﹤0.01%
13
31 32
33
34 35