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
851
$2K ﹤0.01%
+20
852
$2K ﹤0.01%
188
853
$2K ﹤0.01%
+33
854
$2K ﹤0.01%
59
855
$2K ﹤0.01%
104
-334
856
$2K ﹤0.01%
94
857
$2K ﹤0.01%
+71
858
$2K ﹤0.01%
66
+48
859
$2K ﹤0.01%
78
-2,493
860
$2K ﹤0.01%
25
861
$2K ﹤0.01%
+16
862
$2K ﹤0.01%
66
-27
863
$2K ﹤0.01%
17
-75
864
$2K ﹤0.01%
26
-22
865
$2K ﹤0.01%
+41
866
$2K ﹤0.01%
+45
867
$2K ﹤0.01%
30
+8
868
$2K ﹤0.01%
50
+20
869
$2K ﹤0.01%
+113
870
$2K ﹤0.01%
25
871
$1K ﹤0.01%
20
872
$1K ﹤0.01%
+21
873
$1K ﹤0.01%
+15
874
$1K ﹤0.01%
61
-172
875
$1K ﹤0.01%
+18
33 34
35
36 37