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
576
$10K ﹤0.01%
103
-11
577
$10K ﹤0.01%
360
-74
578
$10K ﹤0.01%
460
579
$10K ﹤0.01%
203
+123
580
$10K ﹤0.01%
584
+1
581
$10K ﹤0.01%
121
+32
582
$10K ﹤0.01%
+231
583
$9K ﹤0.01%
158
+16
584
$9K ﹤0.01%
198
585
$9K ﹤0.01%
138
-311
586
$9K ﹤0.01%
70
587
$9K ﹤0.01%
313
588
$9K ﹤0.01%
307
+175
589
$9K ﹤0.01%
1,151
+772
590
$9K ﹤0.01%
699
591
$9K ﹤0.01%
+720
592
$9K ﹤0.01%
70
593
$9K ﹤0.01%
74
+3
594
$9K ﹤0.01%
79
595
$9K ﹤0.01%
119
-43
596
$9K ﹤0.01%
147
-21
597
$9K ﹤0.01%
743
+216
598
$9K ﹤0.01%
+163
599
$9K ﹤0.01%
181
600
$9K ﹤0.01%
+562
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