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
26
$1.06M 0.41%
44,895
27
$944K 0.37%
13,612
-5,943
28
$882K 0.34%
64,491
+2,901
29
$853K 0.33%
13,013
-2,820
30
$848K 0.33%
+17,265
31
$841K 0.33%
8,279
-368
32
$834K 0.32%
40,278
+1,788
33
$830K 0.32%
15,741
+10,985
34
$825K 0.32%
7,523
+730
35
$803K 0.31%
17,641
-861
36
$800K 0.31%
12,155
-1,300
37
$779K 0.3%
9,022
+208
38
$769K 0.3%
11,275
-162
39
$749K 0.29%
15,957
-269
40
$694K 0.27%
5,379
-182
41
$667K 0.26%
32,311
-1,485
42
$651K 0.25%
+19,886
43
$639K 0.25%
29,163
+1,744
44
$612K 0.24%
13,669
-5,249
45
$586K 0.23%
16,241
+4,313
46
$573K 0.22%
12,179
-2,641
47
$564K 0.22%
11,902
+1,030
48
$543K 0.21%
3,736
-19
49
$533K 0.21%
11,804
+8,951
50
$505K 0.2%
13,748
+343
1
2
3 4 5