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
826
$3K ﹤0.01%
20
827
$2K ﹤0.01%
+95
828
$2K ﹤0.01%
+14
829
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229
-184
830
$2K ﹤0.01%
26
+10
831
$2K ﹤0.01%
+38
832
$2K ﹤0.01%
55
-140
833
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+210
834
$2K ﹤0.01%
20
835
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5
-9
836
$2K ﹤0.01%
23
-28
837
$2K ﹤0.01%
92
-573
838
$2K ﹤0.01%
250
839
$2K ﹤0.01%
69
840
$2K ﹤0.01%
+32
841
$2K ﹤0.01%
21
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842
$2K ﹤0.01%
21
843
$2K ﹤0.01%
401
844
$2K ﹤0.01%
27
845
$2K ﹤0.01%
51
-103
846
$2K ﹤0.01%
24
847
$2K ﹤0.01%
+59
848
$2K ﹤0.01%
81
849
$2K ﹤0.01%
102
850
$2K ﹤0.01%
21
+1
32 33
34
35 36