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
901
$1K ﹤0.01%
15
-3
902
$1K ﹤0.01%
+71
903
$1K ﹤0.01%
39
+5
904
$1K ﹤0.01%
16
905
$1K ﹤0.01%
+48
906
$1K ﹤0.01%
+12
907
$1K ﹤0.01%
27
908
$1K ﹤0.01%
5
-719
909
$1K ﹤0.01%
6
910
$1K ﹤0.01%
6
911
$1K ﹤0.01%
+22
912
$1K ﹤0.01%
22
-178
913
$1K ﹤0.01%
142
-468
914
$1K ﹤0.01%
82
-218
915
$1K ﹤0.01%
82
916
$1K ﹤0.01%
+8
917
$1K ﹤0.01%
+2
918
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+30
919
$1K ﹤0.01%
183
920
$1K ﹤0.01%
24
-40
921
$1K ﹤0.01%
22
+13
922
$1K ﹤0.01%
10
923
$1K ﹤0.01%
65
924
$1K ﹤0.01%
+54
925
$1K ﹤0.01%
+29
35 36
37
38 39