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
$595M
AUM Growth
+$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$837K
3
+$790K
4
PG icon
Procter & Gamble
PG
+$775K
5
GQI icon
Natixis Gateway Quality Income ETF
GQI
+$769K

Top Sells

1
+$16.2M
2
+$13.8M
3
+$1.33M
4
PEG icon
Public Service Enterprise Group
PEG
+$534K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$523K

Sector Composition

1 Technology 14.02%
2 Financials 8.75%
3 Healthcare 5.74%
4 Consumer Staples 5.22%
5 Industrials 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.3M 0.22%
2,273
+948
77
$1.29M 0.22%
8,457
-965
78
$1.28M 0.21%
11,086
+330
79
$1.24M 0.21%
9,066
+29
80
$1.24M 0.21%
2,755
-16
81
$1.21M 0.2%
8,863
+220
82
$1.2M 0.2%
4,743
+176
83
$1.19M 0.2%
112,500
84
$1.18M 0.2%
25,836
+864
85
$1.17M 0.2%
12,953
-237
86
$1.16M 0.2%
12,095
-408
87
$1.16M 0.2%
5,265
+3,434
88
$1.15M 0.19%
6,116
-756
89
$1.14M 0.19%
2,448
+25
90
$1.12M 0.19%
11,517
+1,020
91
$1.09M 0.18%
34,305
+3,219
92
$1.09M 0.18%
28,530
+2,857
93
$1.07M 0.18%
2,064
+99
94
$1.03M 0.17%
3,725
+254
95
$1.03M 0.17%
15,867
-635
96
$1.03M 0.17%
2,088
+112
97
$1.02M 0.17%
34,945
+2,456
98
$1.01M 0.17%
3,657
+55
99
$996K 0.17%
8,903
-69
100
$959K 0.16%
5,641
-1,145
2 3
4
5 6