LFA
Legacy Financial Advisors Portfolio holdings
AUM
$726M
1-Year Est. Return
19.8%
1 Year Est. Return
+19.8%
AUM
$726M
AUM Growth
+$85.7M
(+13%)
Holding
432
Top Buys
| 1 | +$3.87M | |
| 2 | +$3.71M | |
| 3 | +$2.66M | |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$2M |
| 5 |
Novartis
NVS
|
+$1.93M |
Top Sells
| 1 | +$4.02M | |
| 2 | +$2.73M | |
| 3 | +$1.55M | |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$1.51M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
|
HES
426
DELISTED
Hess
HES
| – | – |
-5,753
|
|
||
427
Interactive Brokers
IBKR
$32.8B
| – | – |
-3,648
|
|
||
428
Liberty Broadband Class C
LBRDK
$6.51B
| – | – |
-2,775
|
|
||
429
Magna International
MGA
$15.9B
| – | – |
-7,610
|
|
||
430
American Financial Group
AFG
$11B
| – | – |
-4,105
|
|
||
431
Alcon
ALC
$39.1B
| – | – |
-2,549
|
|
||
432
Celanese
CE
$5.16B
| – | – |
-3,734
|
|