LFA

Legacy Financial Advisors Portfolio holdings

AUM $640M
1-Year Est. Return 17.88%
This Quarter Est. Return
1 Year Est. Return
+17.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$558M
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$14.3M
3
+$6.49M
4
JMUB icon
JPMorgan Municipal ETF
JMUB
+$2.33M
5
DNL icon
WisdomTree Global ex-US Quality Dividend Growth Fund
DNL
+$2.27M

Top Sells

1
+$36.8M
2
+$15M
3
+$2M
4
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$1.43M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.24M

Sector Composition

1 Technology 12.39%
2 Financials 8.46%
3 Healthcare 5.39%
4 Industrials 4.98%
5 Consumer Staples 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.84M 0.33%
36,295
-631
52
$1.82M 0.33%
36,409
+2,037
53
$1.78M 0.32%
7,226
+391
54
$1.76M 0.31%
5,830
+544
55
$1.69M 0.3%
15,305
+965
56
$1.63M 0.29%
12,720
+695
57
$1.63M 0.29%
14,191
-960
58
$1.62M 0.29%
8,390
+1,105
59
$1.61M 0.29%
5,688
+232
60
$1.61M 0.29%
8,820
+401
61
$1.6M 0.29%
42,092
+2,323
62
$1.59M 0.29%
5,603
+105
63
$1.59M 0.28%
9,071
+530
64
$1.55M 0.28%
8,879
+156
65
$1.53M 0.27%
36,387
+1,786
66
$1.51M 0.27%
33,710
+67
67
$1.5M 0.27%
12,264
+1,265
68
$1.49M 0.27%
8,664
-776
69
$1.43M 0.26%
23,803
+685
70
$1.37M 0.25%
19,310
-211,070
71
$1.37M 0.25%
2,615
+87
72
$1.33M 0.24%
3,838
+300
73
$1.32M 0.24%
4,677
+51
74
$1.3M 0.23%
46,863
+22,576
75
$1.3M 0.23%
+982,379
1 2
3
4 5