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
951
$1K ﹤0.01%
6
952
$1K ﹤0.01%
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953
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15
-83
954
$1K ﹤0.01%
9
-51
955
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-39
956
$1K ﹤0.01%
8
957
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+17
958
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3
959
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+62
960
$1K ﹤0.01%
282
961
$1K ﹤0.01%
+19
962
$1K ﹤0.01%
+23
963
$1K ﹤0.01%
+37
964
$1K ﹤0.01%
48
-1
965
$1K ﹤0.01%
46
966
$1K ﹤0.01%
51
+27
967
$1K ﹤0.01%
+7
968
$1K ﹤0.01%
3
-67
969
$0 ﹤0.01%
21
-18
970
– –
-100
971
$0 ﹤0.01%
1
-19,550
972
$0 ﹤0.01%
18
973
– –
-23
974
$0 ﹤0.01%
14
975
$0 ﹤0.01%
25
37 38
39
40 41