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
626
$8K ﹤0.01%
134
627
$8K ﹤0.01%
123
628
$8K ﹤0.01%
51
-1
629
$8K ﹤0.01%
247
+208
630
$8K ﹤0.01%
385
+103
631
$8K ﹤0.01%
+100
632
$8K ﹤0.01%
43
+5
633
$8K ﹤0.01%
405
634
$8K ﹤0.01%
+600
635
$8K ﹤0.01%
216
-2,307
636
$8K ﹤0.01%
400
637
$8K ﹤0.01%
150
+21
638
$8K ﹤0.01%
+256
639
$8K ﹤0.01%
+819
640
$8K ﹤0.01%
292
-316
641
$8K ﹤0.01%
59
642
$7K ﹤0.01%
308
643
$7K ﹤0.01%
+69
644
$7K ﹤0.01%
45
645
$7K ﹤0.01%
264
+56
646
$7K ﹤0.01%
+100
647
$7K ﹤0.01%
277
648
$7K ﹤0.01%
1,436
+131
649
$7K ﹤0.01%
793
+194
650
$7K ﹤0.01%
266
+28
24 25
26
27 28