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
751
$5K ﹤0.01%
82
+10
752
$5K ﹤0.01%
+660
753
$5K ﹤0.01%
110
754
$5K ﹤0.01%
98
-21
755
$5K ﹤0.01%
50
756
$5K ﹤0.01%
221
757
$5K ﹤0.01%
+432
758
$5K ﹤0.01%
436
759
$5K ﹤0.01%
50
760
$5K ﹤0.01%
3
761
$5K ﹤0.01%
500
762
$5K ﹤0.01%
199
763
$4K ﹤0.01%
250
764
$4K ﹤0.01%
30
765
$4K ﹤0.01%
1,200
766
$4K ﹤0.01%
70
-54
767
$4K ﹤0.01%
51
-79
768
$4K ﹤0.01%
128
-10
769
$4K ﹤0.01%
565
770
$4K ﹤0.01%
100
771
$4K ﹤0.01%
109
-44
772
$4K ﹤0.01%
+111
773
$4K ﹤0.01%
1,407
-12
774
$4K ﹤0.01%
207
-133
775
$4K ﹤0.01%
117
-25
29 30
31
32 33