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
326
$31K 0.01%
471
+89
327
$31K 0.01%
3,550
+2,225
328
$31K 0.01%
454
+159
329
$31K 0.01%
+698
330
$31K 0.01%
489
+383
331
$31K 0.01%
246
+201
332
$31K 0.01%
126
+38
333
$31K 0.01%
926
334
$31K 0.01%
673
-42
335
$30K 0.01%
174
+61
336
$30K 0.01%
864
-30
337
$30K 0.01%
+328
338
$30K 0.01%
304
-3
339
$30K 0.01%
+2,257
340
$30K 0.01%
276
-581
341
$29K 0.01%
2,208
-1,312
342
$29K 0.01%
+370
343
$29K 0.01%
227
+183
344
$29K 0.01%
175
-28
345
$29K 0.01%
1,466
346
$29K 0.01%
1,305
347
$28K 0.01%
309
+9
348
$28K 0.01%
563
+115
349
$28K 0.01%
+472
350
$28K 0.01%
5,668
-2,626
12 13
14
15 16