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
876
$1K ﹤0.01%
+41
877
$1K ﹤0.01%
+23
878
$1K ﹤0.01%
+37
879
$1K ﹤0.01%
48
-1
880
$1K ﹤0.01%
3
-67
881
$1K ﹤0.01%
12
-15
882
$1K ﹤0.01%
27
+25
883
$1K ﹤0.01%
30
-321
884
$1K ﹤0.01%
+5
885
$1K ﹤0.01%
28
-9
886
$1K ﹤0.01%
13
887
$1K ﹤0.01%
+13
888
$1K ﹤0.01%
49
889
$1K ﹤0.01%
69
890
$1K ﹤0.01%
3
-15
891
$1K ﹤0.01%
39
892
$1K ﹤0.01%
14
893
$1K ﹤0.01%
136
894
$1K ﹤0.01%
+51
895
$1K ﹤0.01%
31
-130
896
$1K ﹤0.01%
+11
897
$1K ﹤0.01%
+9
898
$1K ﹤0.01%
+97
899
$1K ﹤0.01%
+23
900
$1K ﹤0.01%
30
-3,520
34 35
36
37 38