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
426
$19K 0.01%
+400
427
$19K 0.01%
175
+11
428
$19K 0.01%
472
429
$19K 0.01%
385
+147
430
$19K 0.01%
226
-450
431
$18K 0.01%
430
-115
432
$18K 0.01%
555
-76
433
$18K 0.01%
360
+107
434
$18K 0.01%
680
435
$18K 0.01%
66
+33
436
$18K 0.01%
288
+253
437
$18K 0.01%
1,442
-525
438
$18K 0.01%
1,337
+347
439
$18K 0.01%
916
+369
440
$17K 0.01%
167
+67
441
$17K 0.01%
58
+1
442
$17K 0.01%
1,248
443
$17K 0.01%
1,121
-3
444
$17K 0.01%
+480
445
$17K 0.01%
82
+71
446
$17K 0.01%
427
+92
447
$17K 0.01%
91
+63
448
$16K 0.01%
+1,800
449
$16K 0.01%
323
450
$16K 0.01%
+178
16 17
18
19 20