LFA

Legacy Financial Advisors Portfolio holdings

AUM $640M
1-Year Est. Return 17.88%
This Quarter Est. Return
1 Year Est. Return
+17.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$558M
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$14.3M
3
+$6.49M
4
JMUB icon
JPMorgan Municipal ETF
JMUB
+$2.33M
5
DNL icon
WisdomTree Global ex-US Quality Dividend Growth Fund
DNL
+$2.27M

Top Sells

1
+$36.8M
2
+$15M
3
+$2M
4
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$1.43M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.24M

Sector Composition

1 Technology 12.39%
2 Financials 8.46%
3 Healthcare 5.39%
4 Industrials 4.98%
5 Consumer Staples 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.26M 0.23%
1,722
+49
77
$1.23M 0.22%
4,890
+446
78
$1.23M 0.22%
23,278
+1,136
79
$1.23M 0.22%
2,704
+95
80
$1.2M 0.21%
8,800
+161
81
$1.2M 0.21%
27,103
-280
82
$1.2M 0.21%
112,500
83
$1.19M 0.21%
6,216
+65
84
$1.16M 0.21%
13,339
+29
85
$1.15M 0.21%
8,231
+351
86
$1.15M 0.21%
1,971
+120
87
$1.13M 0.2%
6,923
+435
88
$1.12M 0.2%
11,554
+810
89
$1.04M 0.19%
9,283
+443
90
$1.04M 0.19%
15,579
+1,692
91
$1.04M 0.19%
10,680
+652
92
$1.03M 0.19%
5,721
+754
93
$996K 0.18%
19,856
+1,480
94
$989K 0.18%
2,786
-3
95
$979K 0.18%
1,009
+4
96
$964K 0.17%
2,306
+147
97
$957K 0.17%
+10,790
98
$954K 0.17%
13,865
+864
99
$946K 0.17%
4,576
-531
100
$944K 0.17%
5,578
+944
2 3
4
5 6