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
51
$504K 0.2%
2,935
-32
52
$502K 0.19%
6,680
+1,060
53
$496K 0.19%
11,812
+68
54
$490K 0.19%
1,962
55
$478K 0.19%
9,113
+7,587
56
$457K 0.18%
4,209
-12
57
$440K 0.17%
14,840
-300
58
$431K 0.17%
1,731
-27
59
$425K 0.16%
9,136
60
$423K 0.16%
3,203
-187
61
$418K 0.16%
5,634
-534
62
$395K 0.15%
+9,776
63
$372K 0.14%
7,120
+1,260
64
$365K 0.14%
5,009
+1,583
65
$358K 0.14%
3,886
-96
66
$358K 0.14%
3,850
+21
67
$357K 0.14%
6,075
+398
68
$349K 0.14%
1,966
+90
69
$341K 0.13%
2,600
-112
70
$328K 0.13%
6,850
+412
71
$325K 0.13%
2,829
+720
72
$308K 0.12%
5,940
+460
73
$305K 0.12%
5,433
-1,020
74
$300K 0.12%
6,373
+673
75
$297K 0.12%
24,903
-9,843
1 2
3
4 5