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
376
$23K 0.01%
5,899
377
$23K 0.01%
815
+390
378
$23K 0.01%
300
379
$23K 0.01%
449
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380
$23K 0.01%
450
381
$23K 0.01%
375
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382
$23K 0.01%
1,900
383
$23K 0.01%
+412
384
$22K 0.01%
+1,048
385
$22K 0.01%
240
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386
$22K 0.01%
1,210
387
$22K 0.01%
709
+17
388
$22K 0.01%
+379
389
$22K 0.01%
390
390
$22K 0.01%
525
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391
$22K 0.01%
142
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392
$22K 0.01%
291
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393
$22K 0.01%
279
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394
$22K 0.01%
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395
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260
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397
$21K 0.01%
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398
$21K 0.01%
467
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399
$21K 0.01%
558
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400
$21K 0.01%
1,101
+711
14 15
16
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