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
701
$6K ﹤0.01%
80
702
$6K ﹤0.01%
66
+11
703
$6K ﹤0.01%
59
+29
704
$6K ﹤0.01%
69
705
$6K ﹤0.01%
40
+5
706
$6K ﹤0.01%
150
707
$6K ﹤0.01%
+51
708
$6K ﹤0.01%
628
+264
709
$6K ﹤0.01%
1,059
710
$6K ﹤0.01%
86
+14
711
$6K ﹤0.01%
158
-71
712
$6K ﹤0.01%
+102
713
$6K ﹤0.01%
651
+535
714
$6K ﹤0.01%
172
+26
715
$6K ﹤0.01%
135
-29
716
$6K ﹤0.01%
220
-42
717
$6K ﹤0.01%
538
+133
718
$5K ﹤0.01%
+136
719
$5K ﹤0.01%
196
720
$5K ﹤0.01%
74
721
$5K ﹤0.01%
112
722
$5K ﹤0.01%
44
723
$5K ﹤0.01%
73
+29
724
$5K ﹤0.01%
119
+99
725
$5K ﹤0.01%
604
+121
27 28
29
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