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
526
$12K ﹤0.01%
+320
527
$12K ﹤0.01%
88
+50
528
$12K ﹤0.01%
+48
529
$12K ﹤0.01%
486
+364
530
$11K ﹤0.01%
38
-6
531
$11K ﹤0.01%
+123
532
$11K ﹤0.01%
+328
533
$11K ﹤0.01%
744
534
$11K ﹤0.01%
259
535
$11K ﹤0.01%
183
-111
536
$11K ﹤0.01%
305
+240
537
$11K ﹤0.01%
162
+39
538
$11K ﹤0.01%
216
539
$11K ﹤0.01%
160
+1
540
$11K ﹤0.01%
665
+310
541
$11K ﹤0.01%
719
-294
542
$11K ﹤0.01%
102
543
$11K ﹤0.01%
46
+1
544
$11K ﹤0.01%
83
+5
545
$11K ﹤0.01%
+394
546
$11K ﹤0.01%
422
547
$11K ﹤0.01%
100
+16
548
$11K ﹤0.01%
71
+7
549
$11K ﹤0.01%
51
550
$11K ﹤0.01%
+140
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