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
76
$288K 0.11%
3,483
+155
77
$288K 0.11%
6,949
+361
78
$287K 0.11%
2,597
-19
79
$284K 0.11%
7,835
-111
80
$283K 0.11%
2,601
+480
81
$278K 0.11%
12,904
-4,586
82
$276K 0.11%
7,072
83
$265K 0.1%
8,523
+369
84
$264K 0.1%
+7,144
85
$264K 0.1%
18,320
86
$259K 0.1%
4,984
-102
87
$259K 0.1%
3,803
+54
88
$253K 0.1%
784
-161
89
$253K 0.1%
11,596
+231
90
$246K 0.1%
1,783
-156
91
$244K 0.09%
1,294
+152
92
$243K 0.09%
3,356
-489
93
$230K 0.09%
9,332
+498
94
$226K 0.09%
+7,520
95
$225K 0.09%
+11,695
96
$222K 0.09%
1,692
+187
97
$212K 0.08%
2,098
+1,708
98
$200K 0.08%
2,991
+130
99
$200K 0.08%
2,174
+117
100
$197K 0.08%
4,853
-40
2 3
4
5 6