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
776
$4K ﹤0.01%
+100
777
$4K ﹤0.01%
34
778
$4K ﹤0.01%
75
+14
779
$4K ﹤0.01%
89
780
$4K ﹤0.01%
+177
781
$4K ﹤0.01%
67
782
$4K ﹤0.01%
93
783
$4K ﹤0.01%
+24
784
$4K ﹤0.01%
71
-161
785
$4K ﹤0.01%
250
786
$4K ﹤0.01%
67
-16
787
$4K ﹤0.01%
33
788
$4K ﹤0.01%
40
789
$4K ﹤0.01%
152
790
$4K ﹤0.01%
41
791
$3K ﹤0.01%
+41
792
$3K ﹤0.01%
100
793
$3K ﹤0.01%
211
794
$3K ﹤0.01%
23
+2
795
$3K ﹤0.01%
41
796
$3K ﹤0.01%
70
797
$3K ﹤0.01%
+400
798
$3K ﹤0.01%
57
+52
799
$3K ﹤0.01%
110
-17
800
$3K ﹤0.01%
76
+47
30 31
32
33 34