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
401
$21K 0.01%
905
+769
402
$21K 0.01%
+174
403
$21K 0.01%
815
+10
404
$21K 0.01%
1,094
+728
405
$21K 0.01%
142
+62
406
$21K 0.01%
126
+116
407
$21K 0.01%
245
408
$20K 0.01%
3,354
+1,191
409
$20K 0.01%
454
410
$20K 0.01%
5,333
411
$20K 0.01%
504
412
$20K 0.01%
297
+145
413
$20K 0.01%
+317
414
$20K 0.01%
408
-197
415
$20K 0.01%
500
416
$20K 0.01%
275
+235
417
$20K 0.01%
313
418
$20K 0.01%
445
419
$20K 0.01%
630
420
$20K 0.01%
482
+271
421
$19K 0.01%
1,000
422
$19K 0.01%
+600
423
$19K 0.01%
194
+163
424
$19K 0.01%
260
+87
425
$19K 0.01%
211
+114
15 16
17
18 19