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
951
$1K ﹤0.01%
+167
952
$1K ﹤0.01%
+16
953
$1K ﹤0.01%
+10
954
$1K ﹤0.01%
96
955
$1K ﹤0.01%
+48
956
$1K ﹤0.01%
41
957
$1K ﹤0.01%
+13
958
$1K ﹤0.01%
6
959
$1K ﹤0.01%
20
960
$1K ﹤0.01%
15
-83
961
$1K ﹤0.01%
9
-51
962
$1K ﹤0.01%
79
-39
963
$1K ﹤0.01%
8
964
$1K ﹤0.01%
+17
965
$1K ﹤0.01%
3
966
$1K ﹤0.01%
+62
967
$1K ﹤0.01%
282
968
$1K ﹤0.01%
+19
969
$0 ﹤0.01%
14
970
$0 ﹤0.01%
18
971
– –
-100
972
– –
-10
973
– –
-12
974
– –
-304
975
$0 ﹤0.01%
1
-19,550
37 38
39
40 41