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
351
$28K 0.01%
312
+137
352
$27K 0.01%
610
353
$27K 0.01%
158
+21
354
$26K 0.01%
351
+51
355
$26K 0.01%
1,072
356
$26K 0.01%
597
+61
357
$26K 0.01%
212
-744
358
$26K 0.01%
200
359
$26K 0.01%
537
-1,399
360
$25K 0.01%
296
+293
361
$25K 0.01%
327
-33
362
$25K 0.01%
114
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363
$25K 0.01%
209
-161
364
$25K 0.01%
325
+17
365
$25K 0.01%
+152
366
$25K 0.01%
3,630
+1,650
367
$25K 0.01%
+689
368
$25K 0.01%
+1,741
369
$25K 0.01%
1,697
+1,497
370
$24K 0.01%
208
+117
371
$24K 0.01%
69
+20
372
$24K 0.01%
141
373
$24K 0.01%
891
-95
374
$24K 0.01%
239
-70
375
$24K 0.01%
577
+469
13 14
15
16 17