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
451
$16K 0.01%
329
+182
452
$16K 0.01%
65
+60
453
$16K 0.01%
+172
454
$16K 0.01%
123
+9
455
$16K 0.01%
158
-7
456
$16K 0.01%
+559
457
$16K 0.01%
394
+166
458
$16K 0.01%
419
+153
459
$16K 0.01%
190
460
$16K 0.01%
445
461
$16K 0.01%
575
462
$15K 0.01%
136
+90
463
$15K 0.01%
400
464
$15K 0.01%
310
465
$15K 0.01%
500
466
$15K 0.01%
1,475
467
$15K 0.01%
62
+7
468
$15K 0.01%
351
+339
469
$15K 0.01%
549
-166
470
$15K 0.01%
366
471
$15K 0.01%
363
472
$15K 0.01%
650
+556
473
$15K 0.01%
1,060
474
$15K 0.01%
764
+595
475
$15K 0.01%
200
+100
17 18
19
20 21