LFA

Legacy Financial Advisors Portfolio holdings

AUM $715M
1-Year Est. Return 22.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$726M
AUM Growth
+$85.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
432
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$3.64M
3
+$2.32M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2M
5
NVS icon
Novartis
NVS
+$1.84M

Top Sells

1
+$3.96M
2
+$2.73M
3
+$1.55M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.46M
5
MUNI icon
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
+$1.02M

Sector Composition

1 Technology 16.04%
2 Financials 10.36%
3 Consumer Discretionary 5.5%
4 Communication Services 4.91%
5 Industrials 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.54M 0.21%
31,976
+2,759
77
$1.5M 0.21%
5,333
-2,787
78
$1.49M 0.21%
13,013
-432
79
$1.47M 0.2%
10,772
+1,773
80
$1.44M 0.2%
9,994
+939
81
$1.44M 0.2%
7,030
-207
82
$1.44M 0.2%
10,753
-244
83
$1.42M 0.2%
7,383
+381
84
$1.42M 0.2%
+1,470
85
$1.42M 0.2%
27,186
-19,735
86
$1.42M 0.2%
1,780
-60
87
$1.41M 0.19%
8,455
-451
88
$1.4M 0.19%
39,219
+1,481
89
$1.39M 0.19%
2,262
+148
90
$1.35M 0.19%
3,785
+648
91
$1.34M 0.19%
26,837
+1,128
92
$1.33M 0.18%
+18,757
93
$1.29M 0.18%
2,700
+461
94
$1.28M 0.18%
2,806
-13
95
$1.27M 0.18%
20,898
+2,221
96
$1.22M 0.17%
3,537
+264
97
$1.22M 0.17%
7,531
+1,724
98
$1.21M 0.17%
33,335
-1,120
99
$1.2M 0.17%
7,143
+596
100
$1.18M 0.16%
7,079
+223
2 3
4
5 6