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
926
$1K ﹤0.01%
132
-5
927
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11
-33
928
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929
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+8
930
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931
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-31
932
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-10
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3
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934
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935
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40
936
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+1
937
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20
938
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58
-46
939
$1K ﹤0.01%
+23
940
$1K ﹤0.01%
+10
941
$1K ﹤0.01%
+85
942
$1K ﹤0.01%
+167
943
$1K ﹤0.01%
+16
944
$1K ﹤0.01%
+10
945
$1K ﹤0.01%
96
946
$1K ﹤0.01%
+48
947
$1K ﹤0.01%
41
948
$1K ﹤0.01%
+13
949
$1K ﹤0.01%
6
950
$1K ﹤0.01%
20
36 37
38
39 40