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
501
$13K 0.01%
+250
502
$13K 0.01%
2
503
$13K 0.01%
+141
504
$13K 0.01%
+271
505
$13K 0.01%
191
+169
506
$13K 0.01%
326
+312
507
$13K 0.01%
931
+829
508
$13K 0.01%
210
+193
509
$13K 0.01%
137
-33
510
$13K 0.01%
+338
511
$13K 0.01%
346
+337
512
$13K 0.01%
596
513
$12K ﹤0.01%
216
514
$12K ﹤0.01%
14
+7
515
$12K ﹤0.01%
113
+41
516
$12K ﹤0.01%
86
+4
517
$12K ﹤0.01%
79
-3
518
$12K ﹤0.01%
+162
519
$12K ﹤0.01%
135
-153
520
$12K ﹤0.01%
218
+111
521
$12K ﹤0.01%
236
522
$12K ﹤0.01%
230
523
$12K ﹤0.01%
331
524
$12K ﹤0.01%
200
525
$12K ﹤0.01%
197
+60
19 20
21
22 23