We are live on ! Find out more
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
1051
$0 ﹤0.01%
25
-48
1052
– –
-112
1053
– –
-176
1054
– –
0
1055
$0 ﹤0.01%
24
1056
$0 ﹤0.01%
13
1057
– –
-42
1058
– –
-1,000
1059
– –
-25
1060
$0 ﹤0.01%
+7
1061
– –
-7
1062
– –
-3,350
1063
$0 ﹤0.01%
5
-82
1064
– –
-53
1065
– –
-10
1066
– –
-14
1067
$0 ﹤0.01%
42
1068
– –
-127
1069
$0 ﹤0.01%
9
-126
1070
– –
-16
1071
– –
-165
1072
– –
-150
1073
$0 ﹤0.01%
4
1074
– –
-4,921
1075
– –
-274
40 41 42
43
44