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
826
$3K ﹤0.01%
+1,000
827
$2K ﹤0.01%
+33
828
$2K ﹤0.01%
69
829
$2K ﹤0.01%
+32
830
$2K ﹤0.01%
21
-69
831
$2K ﹤0.01%
21
832
$2K ﹤0.01%
401
833
$2K ﹤0.01%
27
834
$2K ﹤0.01%
51
-103
835
$2K ﹤0.01%
24
836
$2K ﹤0.01%
+59
837
$2K ﹤0.01%
81
838
$2K ﹤0.01%
102
839
$2K ﹤0.01%
21
+1
840
$2K ﹤0.01%
+20
841
$2K ﹤0.01%
188
842
$2K ﹤0.01%
+14
843
$2K ﹤0.01%
229
-184
844
$2K ﹤0.01%
26
+10
845
$2K ﹤0.01%
+38
846
$2K ﹤0.01%
55
-140
847
$2K ﹤0.01%
+210
848
$2K ﹤0.01%
20
849
$2K ﹤0.01%
5
-9
850
$2K ﹤0.01%
23
-28
32 33
34
35 36