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
726
$5K ﹤0.01%
21
727
$5K ﹤0.01%
61
+1
728
$5K ﹤0.01%
100
729
$5K ﹤0.01%
63
730
$5K ﹤0.01%
142
731
$5K ﹤0.01%
99
+17
732
$5K ﹤0.01%
340
-1,045
733
$5K ﹤0.01%
76
+24
734
$5K ﹤0.01%
19
-35
735
$5K ﹤0.01%
70
736
$5K ﹤0.01%
509
+72
737
$5K ﹤0.01%
32
+2
738
$5K ﹤0.01%
89
+79
739
$5K ﹤0.01%
+364
740
$5K ﹤0.01%
+225
741
$5K ﹤0.01%
+472
742
$5K ﹤0.01%
117
+5
743
$5K ﹤0.01%
464
+80
744
$5K ﹤0.01%
87
+29
745
$5K ﹤0.01%
163
+28
746
$5K ﹤0.01%
151
747
$5K ﹤0.01%
90
748
$5K ﹤0.01%
+89
749
$5K ﹤0.01%
287
-73
750
$5K ﹤0.01%
80
28 29
30
31 32