LFA
Legacy Financial Advisors Portfolio holdings
AUM
$726M
1-Year Est. Return
19.8%
1 Year Est. Return
+19.8%
AUM
$726M
AUM Growth
+$85.7M
(+13%)
Holding
432
Top Buys
| 1 | +$3.87M | |
| 2 | +$3.71M | |
| 3 | +$2.66M | |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$2M |
| 5 |
Novartis
NVS
|
+$1.93M |
Top Sells
| 1 | +$4.02M | |
| 2 | +$2.73M | |
| 3 | +$1.55M | |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$1.51M |
| 5 |
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
|
+$1.03M |
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 | |
|---|---|---|---|---|---|---|
126
Enbridge
ENB
$105B
| $976K | 0.13% |
19,347
+1,165
|
|
||
127
Applied Materials
AMAT
$211B
| $974K | 0.13% |
4,755
+191
|
|
||
128
SAP
SAP
$282B
| $969K | 0.13% |
+3,626
|
|
||
129
Truist Financial
TFC
$59.5B
| $958K | 0.13% |
20,956
-1,566
|
|
||
130
Verizon
VZ
$171B
| $953K | 0.13% |
21,688
+1,552
|
|
||
131
Delta Air Lines
DAL
$42.5B
| $953K | 0.13% |
16,791
+2,231
|
|
||
132
ServiceNow
NOW
$171B
| $945K | 0.13% |
1,027
-22
|
|
||
133
Intuitive Surgical
ISRG
$201B
| $935K | 0.13% |
2,091
-463
|
|
||
134
Analog Devices
ADI
$134B
| $932K | 0.13% |
3,793
+40
|
|
||
135
Starbucks
SBUX
$96.9B
| $924K | 0.13% |
10,920
-1,159
|
|
||
136
Amgen
AMGN
$182B
| $919K | 0.13% |
3,258
-63
|
|
||
137
Novo Nordisk
NVO
$211B
| $919K | 0.13% |
+16,558
|
|
||
138
Xcel Energy
XEL
$46.8B
| $914K | 0.13% |
11,337
+5,007
|
|
||
139
Lowe's Companies
LOW
$136B
| $909K | 0.13% |
3,616
-116
|
|
||
140
CleanSpark
CLSK
$3.5B
| $908K | 0.13% |
62,607
-67
|
|
||
141
Allstate
ALL
$54.7B
| $908K | 0.13% |
4,229
+265
|
|
||
142
American International
AIG
$41.5B
| $905K | 0.12% |
11,526
+1,098
|
|
||
143
IQVIA
IQV
$38.4B
| $904K | 0.12% |
4,762
+901
|
|
||
144
Duke Energy
DUK
$93.1B
| $903K | 0.12% |
7,300
+1,112
|
|
||
145
Keurig Dr Pepper
KDP
$38.2B
| $900K | 0.12% |
35,291
+14,604
|
|
||
146
Bristol-Myers Squibb
BMY
$98.2B
| $900K | 0.12% |
19,957
+247
|
|
||
|
FISV
147
Fiserv Inc
FISV
$34B
| $895K | 0.12% |
6,943
+1,719
|
|
||
148
Lam Research
LRCX
$199B
| $893K | 0.12% |
6,670
+565
|
|
||
149
Thermo Fisher Scientific
TMO
$218B
| $887K | 0.12% |
1,828
+187
|
|
||
150
Unilever
UL
$146B
| $883K | 0.12% |
+14,888
|
|