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
926
$1K ﹤0.01%
22
-36
927
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9
928
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132
-5
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11
-33
930
$1K ﹤0.01%
+27
931
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+8
932
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933
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12
-31
934
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18
-10
935
$1K ﹤0.01%
3
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936
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937
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40
938
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+1
939
$1K ﹤0.01%
20
940
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58
-46
941
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+23
942
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+10
943
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+85
944
$1K ﹤0.01%
+167
945
$1K ﹤0.01%
+16
946
$1K ﹤0.01%
+10
947
$1K ﹤0.01%
96
948
$1K ﹤0.01%
+48
949
$1K ﹤0.01%
41
950
$1K ﹤0.01%
+13
36 37
38
39 40