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
801
$3K ﹤0.01%
200
802
$3K ﹤0.01%
30
803
$3K ﹤0.01%
1,128
804
$3K ﹤0.01%
13
805
$3K ﹤0.01%
225
-160
806
$3K ﹤0.01%
43
+23
807
$3K ﹤0.01%
313
+4
808
$3K ﹤0.01%
49
+43
809
$3K ﹤0.01%
69
810
$3K ﹤0.01%
58
+44
811
$3K ﹤0.01%
41
-45
812
$3K ﹤0.01%
73
813
$3K ﹤0.01%
48
+10
814
$3K ﹤0.01%
47
815
$3K ﹤0.01%
+62
816
$3K ﹤0.01%
124
817
$3K ﹤0.01%
51
818
$3K ﹤0.01%
54
819
$3K ﹤0.01%
17
820
$3K ﹤0.01%
106
-227
821
$3K ﹤0.01%
100
822
$3K ﹤0.01%
+1,000
823
$3K ﹤0.01%
226
+207
824
$3K ﹤0.01%
115
+101
825
$3K ﹤0.01%
+230
31 32
33
34 35