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
126
$132K 0.05%
3,045
+1,452
127
$130K 0.05%
1,220
128
$129K 0.05%
5,070
+1,830
129
$126K 0.05%
3,188
-1,184
130
$124K 0.05%
2,376
+990
131
$124K 0.05%
2,031
-525
132
$123K 0.05%
1,594
+278
133
$121K 0.05%
4,410
+50
134
$119K 0.05%
1,462
-377
135
$119K 0.05%
2,391
+1,495
136
$116K 0.04%
441
+63
137
$115K 0.04%
2,795
-2,696
138
$110K 0.04%
1,767
-101
139
$107K 0.04%
1,830
-86
140
$101K 0.04%
1,542
141
$101K 0.04%
780
+194
142
$101K 0.04%
645
+335
143
$101K 0.04%
450
+196
144
$96K 0.04%
2,982
+226
145
$95K 0.04%
1,278
146
$95K 0.04%
1,818
-90
147
$94K 0.04%
2,158
+1,726
148
$93K 0.04%
1,541
+251
149
$92K 0.04%
976
+394
150
$90K 0.03%
3,360
+200
4 5
6
7 8