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
651
$7K ﹤0.01%
58
652
$7K ﹤0.01%
354
+42
653
$7K ﹤0.01%
450
-95
654
$7K ﹤0.01%
+41
655
$7K ﹤0.01%
167
+62
656
$7K ﹤0.01%
108
+99
657
$7K ﹤0.01%
87
+57
658
$7K ﹤0.01%
235
+26
659
$7K ﹤0.01%
472
660
$7K ﹤0.01%
471
661
$7K ﹤0.01%
51
-33
662
$7K ﹤0.01%
63
663
$7K ﹤0.01%
410
664
$7K ﹤0.01%
100
+71
665
$7K ﹤0.01%
564
666
$7K ﹤0.01%
332
667
$7K ﹤0.01%
271
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668
$7K ﹤0.01%
558
+197
669
$7K ﹤0.01%
+255
670
$7K ﹤0.01%
920
+104
671
$7K ﹤0.01%
233
+23
672
$7K ﹤0.01%
873
673
$7K ﹤0.01%
12
+4
674
$7K ﹤0.01%
204
675
$7K ﹤0.01%
457
+102
25 26
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