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
101
$193K 0.07%
4,446
-161
102
$193K 0.07%
1,440
103
$188K 0.07%
4,070
-2,574
104
$185K 0.07%
2,614
-39
105
$181K 0.07%
7,862
+90
106
$181K 0.07%
1,562
+389
107
$178K 0.07%
3,606
-358
108
$170K 0.07%
3,095
+28
109
$164K 0.06%
2,445
+27
110
$161K 0.06%
6,762
+329
111
$158K 0.06%
4,509
+319
112
$153K 0.06%
4,485
+436
113
$153K 0.06%
6,406
+1,002
114
$153K 0.06%
7,488
+2,591
115
$153K 0.06%
960
-55
116
$152K 0.06%
1,300
+967
117
$151K 0.06%
3,341
-2,638
118
$149K 0.06%
3,771
+1,450
119
$148K 0.06%
9,177
120
$143K 0.06%
1,551
+167
121
$141K 0.05%
2,725
-674
122
$139K 0.05%
714
+31
123
$138K 0.05%
3,176
+256
124
$137K 0.05%
456
-99
125
$133K 0.05%
2,159
-9
3 4
5
6 7