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
901
$1K ﹤0.01%
16
902
$1K ﹤0.01%
+48
903
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+12
904
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27
905
$1K ﹤0.01%
5
-719
906
$1K ﹤0.01%
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907
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6
908
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+22
909
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22
-178
910
$1K ﹤0.01%
142
-468
911
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82
-218
912
$1K ﹤0.01%
82
913
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+8
914
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+2
915
$1K ﹤0.01%
+30
916
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183
917
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918
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24
-40
919
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22
+13
920
$1K ﹤0.01%
10
921
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65
922
$1K ﹤0.01%
+54
923
$1K ﹤0.01%
+29
924
$1K ﹤0.01%
22
-36
925
$1K ﹤0.01%
9
35 36
37
38 39