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
851
$2K ﹤0.01%
59
852
$2K ﹤0.01%
104
-334
853
$2K ﹤0.01%
94
854
$2K ﹤0.01%
+71
855
$2K ﹤0.01%
250
856
$2K ﹤0.01%
66
+48
857
$2K ﹤0.01%
78
-2,493
858
$2K ﹤0.01%
25
859
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+1
860
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66
-27
861
$2K ﹤0.01%
17
-75
862
$2K ﹤0.01%
26
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863
$2K ﹤0.01%
+41
864
$2K ﹤0.01%
+45
865
$2K ﹤0.01%
30
+8
866
$2K ﹤0.01%
50
+20
867
$2K ﹤0.01%
+113
868
$2K ﹤0.01%
25
869
$2K ﹤0.01%
92
-573
870
$2K ﹤0.01%
+95
871
$1K ﹤0.01%
+21
872
$1K ﹤0.01%
+6
873
$1K ﹤0.01%
+21
874
$1K ﹤0.01%
+15
875
$1K ﹤0.01%
61
-172
33 34
35
36 37