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
301
$35K 0.01%
1,298
-55
302
$35K 0.01%
873
303
$35K 0.01%
1,123
+758
304
$35K 0.01%
367
305
$35K 0.01%
+700
306
$35K 0.01%
505
+77
307
$34K 0.01%
850
308
$34K 0.01%
413
+220
309
$34K 0.01%
495
-339
310
$34K 0.01%
407
+399
311
$34K 0.01%
203
+124
312
$34K 0.01%
137
+127
313
$34K 0.01%
1,175
+1,154
314
$33K 0.01%
559
+13
315
$33K 0.01%
+736
316
$33K 0.01%
666
317
$33K 0.01%
355
+38
318
$33K 0.01%
+187
319
$32K 0.01%
260
320
$32K 0.01%
1,182
-1,506
321
$32K 0.01%
507
+25
322
$32K 0.01%
212
+20
323
$32K 0.01%
1,985
-134
324
$32K 0.01%
135
+64
325
$31K 0.01%
+581
11 12
13
14 15