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
601
$9K ﹤0.01%
153
-26
602
$9K ﹤0.01%
204
603
$9K ﹤0.01%
282
-26
604
$9K ﹤0.01%
1,124
605
$9K ﹤0.01%
+917
606
$9K ﹤0.01%
108
607
$9K ﹤0.01%
2,194
+136
608
$9K ﹤0.01%
749
+44
609
$9K ﹤0.01%
198
+13
610
$9K ﹤0.01%
+416
611
$8K ﹤0.01%
88
+23
612
$8K ﹤0.01%
48
+3
613
$8K ﹤0.01%
177
-67
614
$8K ﹤0.01%
126
+71
615
$8K ﹤0.01%
193
-33
616
$8K ﹤0.01%
146
+6
617
$8K ﹤0.01%
286
-80
618
$8K ﹤0.01%
251
-4,109
619
$8K ﹤0.01%
428
620
$8K ﹤0.01%
164
-2,057
621
$8K ﹤0.01%
97
622
$8K ﹤0.01%
64
+18
623
$8K ﹤0.01%
340
+62
624
$8K ﹤0.01%
60
+36
625
$8K ﹤0.01%
163
-1,006
23 24
25
26 27