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
951
$1K ﹤0.01%
15
-83
952
$1K ﹤0.01%
9
-51
953
$1K ﹤0.01%
79
-39
954
$1K ﹤0.01%
8
955
$1K ﹤0.01%
+17
956
$1K ﹤0.01%
3
957
$1K ﹤0.01%
+62
958
$1K ﹤0.01%
282
959
$1K ﹤0.01%
+19
960
$1K ﹤0.01%
+23
961
$1K ﹤0.01%
+37
962
$1K ﹤0.01%
48
-1
963
$1K ﹤0.01%
46
964
$1K ﹤0.01%
51
+27
965
$1K ﹤0.01%
+7
966
$1K ﹤0.01%
3
-67
967
$1K ﹤0.01%
+51
968
$1K ﹤0.01%
31
-130
969
$0 ﹤0.01%
14
970
$0 ﹤0.01%
18
971
– –
-23
972
$0 ﹤0.01%
14
973
$0 ﹤0.01%
25
974
– –
-20
975
– –
-28
37 38
39
40 41