LFA

Legacy Financial Advisors Portfolio holdings

AUM $726M
1-Year Est. Return 19.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.8%
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
+$3.48M
2
+$2.57M
3
+$2.07M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.67M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$1.39M

Top Sells

1
+$3.71M
2
+$2.35M
3
+$812K
4
PG icon
Procter & Gamble
PG
+$722K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$436K

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
876
$1K ﹤0.01%
28
-9
877
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13
878
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+13
879
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31
-130
880
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+11
881
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+9
882
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+97
883
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884
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+71
885
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46
886
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51
+27
887
$1K ﹤0.01%
+7
888
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6
889
$1K ﹤0.01%
6
890
$1K ﹤0.01%
+22
891
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22
-178
892
$1K ﹤0.01%
142
-468
893
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894
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24
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895
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132
-5
896
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11
-33
897
$1K ﹤0.01%
+27
898
$1K ﹤0.01%
3
-67
899
$1K ﹤0.01%
+21
900
$1K ﹤0.01%
+15
34 35
36
37 38