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
$595M
AUM Growth
+$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$837K
3
+$790K
4
PG icon
Procter & Gamble
PG
+$775K
5
GQI icon
Natixis Gateway Quality Income ETF
GQI
+$769K

Top Sells

1
+$16.2M
2
+$13.8M
3
+$1.33M
4
PEG icon
Public Service Enterprise Group
PEG
+$534K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$523K

Sector Composition

1 Technology 14.02%
2 Financials 8.75%
3 Healthcare 5.74%
4 Consumer Staples 5.22%
5 Industrials 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.9M 0.32%
6,571
+25
52
$1.9M 0.32%
45,417
+2,822
53
$1.88M 0.32%
7,619
+635
54
$1.84M 0.31%
35,896
-276
55
$1.82M 0.31%
5,648
+41
56
$1.8M 0.3%
9,136
+400
57
$1.78M 0.3%
12,100
-1,186
58
$1.78M 0.3%
39,601
+2,300
59
$1.74M 0.29%
6,367
+651
60
$1.68M 0.28%
8,147
-465
61
$1.62M 0.27%
2,770
+58
62
$1.61M 0.27%
13,556
+64
63
$1.6M 0.27%
9,427
+364
64
$1.56M 0.26%
1,755
+16
65
$1.54M 0.26%
8,861
+13
66
$1.53M 0.26%
6,939
+588
67
$1.52M 0.25%
22,538
+2,291
68
$1.51M 0.25%
52,193
+523
69
$1.49M 0.25%
37,520
+775
70
$1.46M 0.25%
32,001
-434
71
$1.46M 0.25%
4,837
-978
72
$1.37M 0.23%
4,512
+270
73
$1.36M 0.23%
3,859
+170
74
$1.34M 0.23%
2,169
+54
75
$1.32M 0.22%
20,098
-2,950
1 2
3
4 5