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
901
$1K ﹤0.01%
61
-172
902
$1K ﹤0.01%
+18
903
$1K ﹤0.01%
+41
904
$1K ﹤0.01%
27
+25
905
$1K ﹤0.01%
30
-321
906
$1K ﹤0.01%
+5
907
$1K ﹤0.01%
49
908
$1K ﹤0.01%
69
909
$1K ﹤0.01%
3
-15
910
$1K ﹤0.01%
39
911
$1K ﹤0.01%
14
912
$1K ﹤0.01%
136
913
$1K ﹤0.01%
+51
914
$1K ﹤0.01%
30
-3,520
915
$1K ﹤0.01%
82
916
$1K ﹤0.01%
91
917
$1K ﹤0.01%
+10
918
$1K ﹤0.01%
15
-3
919
$1K ﹤0.01%
+21
920
$1K ﹤0.01%
39
+5
921
$1K ﹤0.01%
16
922
$1K ﹤0.01%
+48
923
$1K ﹤0.01%
+12
924
$1K ﹤0.01%
27
925
$1K ﹤0.01%
5
-719
35 36
37
38 39