LFA

Legacy Financial Advisors Portfolio holdings

AUM $715M
1-Year Est. Return 22.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$726M
AUM Growth
+$85.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
432
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$3.64M
3
+$2.32M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2M
5
NVS icon
Novartis
NVS
+$1.84M

Top Sells

1
+$3.96M
2
+$2.73M
3
+$1.55M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.46M
5
MUNI icon
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
+$1.02M

Sector Composition

1 Technology 16.04%
2 Financials 10.36%
3 Consumer Discretionary 5.5%
4 Communication Services 4.91%
5 Industrials 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.3M 0.32%
3,008
-156
52
$2.28M 0.31%
31,048
+2,985
53
$2.2M 0.3%
10,187
-116
54
$2.18M 0.3%
9,427
-44
55
$2.18M 0.3%
3,827
+68
56
$2.13M 0.29%
46,117
+4,173
57
$2.08M 0.29%
256,534
-74,937
58
$2.07M 0.29%
20,428
+1,688
59
$2.07M 0.29%
24,672
+4,070
60
$1.93M 0.27%
+15,061
61
$1.92M 0.26%
27,994
+2,047
62
$1.85M 0.25%
8,705
+898
63
$1.76M 0.24%
26,593
-1,486
64
$1.75M 0.24%
18,500
+2,153
65
$1.74M 0.24%
24,934
+1,349
66
$1.72M 0.24%
18,008
-616
67
$1.72M 0.24%
5,652
+390
68
$1.68M 0.23%
4,860
-5
69
$1.66M 0.23%
11,191
+401
70
$1.65M 0.23%
10,195
+335
71
$1.65M 0.23%
1,782
-6
72
$1.62M 0.22%
6,875
+1,903
73
$1.58M 0.22%
32,714
+1,706
74
$1.55M 0.21%
+2,590
75
$1.55M 0.21%
45,976
+2,727
1 2
3
4 5