LFA

Legacy Financial Advisors Portfolio holdings

AUM $726M
1-Year Est. Return 19.8%
This Quarter Est. Return
1 Year Est. Return
+19.8%
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
+$3.48M
2
+$2.57M
3
+$2.07M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.67M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$1.39M

Top Sells

1
+$3.71M
2
+$2.35M
3
+$812K
4
PG icon
Procter & Gamble
PG
+$722K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$436K

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
276
$41K 0.02%
850
+142
277
$40K 0.02%
1,781
-4,371
278
$40K 0.02%
921
+494
279
$40K 0.02%
829
-118
280
$40K 0.02%
480
-777
281
$40K 0.02%
330
+139
282
$40K 0.02%
476
-69
283
$39K 0.02%
1,294
284
$39K 0.02%
11,760
-5,960
285
$39K 0.02%
478
+27
286
$39K 0.02%
1,768
+1,653
287
$38K 0.01%
+240
288
$38K 0.01%
362
-957
289
$38K 0.01%
1,360
+274
290
$38K 0.01%
2,218
+1,588
291
$37K 0.01%
388
+20
292
$37K 0.01%
2,027
293
$37K 0.01%
1,307
+40
294
$37K 0.01%
271
295
$37K 0.01%
2,169
+1,964
296
$37K 0.01%
977
+309
297
$36K 0.01%
238
+145
298
$36K 0.01%
362
+231
299
$35K 0.01%
540
300
$35K 0.01%
88
+49
10 11
12
13 14