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
551
$11K ﹤0.01%
391
+29
552
$11K ﹤0.01%
573
+137
553
$11K ﹤0.01%
+132
554
$10K ﹤0.01%
2,623
+601
555
$10K ﹤0.01%
368
+81
556
$10K ﹤0.01%
378
557
$10K ﹤0.01%
94
558
$10K ﹤0.01%
156
559
$10K ﹤0.01%
299
560
$10K ﹤0.01%
1,000
561
$10K ﹤0.01%
232
562
$10K ﹤0.01%
+487
563
$10K ﹤0.01%
282
-11
564
$10K ﹤0.01%
312
565
$10K ﹤0.01%
155
566
$10K ﹤0.01%
209
567
$10K ﹤0.01%
234
+11
568
$10K ﹤0.01%
211
+1
569
$10K ﹤0.01%
614
-54
570
$10K ﹤0.01%
261
+200
571
$10K ﹤0.01%
487
+293
572
$10K ﹤0.01%
97
-31
573
$10K ﹤0.01%
143
-31
574
$10K ﹤0.01%
88
+82
575
$10K ﹤0.01%
129
+116
21 22
23
24 25