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
$726M
AUM Growth
+$85.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
432
New
Increased
Reduced
Closed

Top Buys

1
+$3.87M
2
+$3.71M
3
+$2.66M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2M
5
NVS icon
Novartis
NVS
+$1.93M

Top Sells

1
+$4.02M
2
+$2.73M
3
+$1.55M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.51M
5
MUNI icon
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
+$1.03M

Sector Composition

1 Technology 16.04%
2 Financials 10.36%
3 Consumer Discretionary 5.5%
4 Communication Services 4.91%
5 Industrials 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SNY icon
326
Sanofi
SNY
$121B
$290K 0.04%
+6,143
CHRW icon
327
C.H. Robinson
CHRW
$18.9B
$290K 0.04%
2,189
-203
NXPI icon
328
NXP Semiconductors
NXPI
$54.2B
$289K 0.04%
1,270
-82
CCJ icon
329
Cameco
CCJ
$38.4B
$287K 0.04%
3,421
-1,724
INEQ
330
Columbia International Equity Income ETF
INEQ
$50.8M
$287K 0.04%
7,675
CCI icon
331
Crown Castle
CCI
$38.4B
$287K 0.04%
+2,970
AMP icon
332
Ameriprise Financial
AMP
$42.4B
$286K 0.04%
582
+100
VOE icon
333
Vanguard Mid-Cap Value ETF
VOE
$19.5B
$286K 0.04%
1,636
-69
CRWD icon
334
CrowdStrike
CRWD
$130B
$285K 0.04%
582
+17
IJR icon
335
iShares Core S&P Small-Cap ETF
IJR
$87.7B
$285K 0.04%
2,396
-133
XYZ
336
Block Inc
XYZ
$36.5B
$285K 0.04%
3,938
+185
SNV icon
337
Synovus
SNV
$6.77B
$283K 0.04%
+5,774
STE icon
338
Steris
STE
$25.4B
$282K 0.04%
+1,141
EA icon
339
Electronic Arts
EA
$50.8B
$281K 0.04%
1,395
-15
SPYV icon
340
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$31.5B
$281K 0.04%
+5,076
HWM icon
341
Howmet Aerospace
HWM
$79B
$280K 0.04%
1,429
+55
NUHY icon
342
Nuveen ESG High Yield Corporate Bond ETF
NUHY
$108M
$279K 0.04%
12,813
+13
FCX icon
343
Freeport-McMoran
FCX
$61.7B
$278K 0.04%
+7,098
O icon
344
Realty Income
O
$52.9B
$278K 0.04%
+4,569
CTRA icon
345
Coterra Energy
CTRA
$20.1B
$275K 0.04%
11,622
+1,701
AEE icon
346
Ameren
AEE
$27.5B
$274K 0.04%
2,621
+2
ILMN icon
347
Illumina
ILMN
$19.5B
$271K 0.04%
2,858
+263
B
348
Barrick Mining
B
$69.2B
$270K 0.04%
8,250
-3,138
WDAY icon
349
Workday
WDAY
$56B
$268K 0.04%
1,113
+54
HPE icon
350
Hewlett Packard
HPE
$28.9B
$267K 0.04%
10,865
-229
12 13
14
15 16