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 | |
|---|---|---|---|---|---|---|
201
Dominion Energy
D
$51.5B
| $636K | 0.09% |
10,391
+34
|
|
||
202
Global Payments
GPN
$18.6B
| $635K | 0.09% |
7,638
+653
|
|
||
203
Nuveen ESG Large-Cap Value ETF
NULV
$1.91B
| $623K | 0.09% |
14,220
|
|
||
204
APA Corp
APA
$9.03B
| $606K | 0.08% |
24,939
+1,964
|
|
||
205
BHP
BHP
$143B
| $602K | 0.08% |
+10,794
|
|
||
206
Brookfield
BN
$104B
| $597K | 0.08% |
13,058
-1,491
|
|
||
207
Yum! Brands
YUM
$41B
| $596K | 0.08% |
3,924
-43
|
|
||
208
Huntington Bancshares
HBAN
$26.1B
| $592K | 0.08% |
34,269
+138
|
|
||
209
Thor Industries
THO
$5.82B
| $584K | 0.08% |
5,632
-926
|
|
||
210
Macy's
M
$6.1B
| $583K | 0.08% |
32,511
+354
|
|
||
211
Ford
F
$51.6B
| $565K | 0.08% |
47,215
-827
|
|
||
212
TotalEnergies
TTE
$141B
| $563K | 0.08% |
+9,431
|
|
||
213
Boston Scientific
BSX
$147B
| $558K | 0.08% |
5,715
-1,079
|
|
||
214
M&T Bank
MTB
$29.4B
| $556K | 0.08% |
2,816
+165
|
|
||
215
McKesson
MCK
$102B
| $556K | 0.08% |
720
+29
|
|
||
216
Charter Communications
CHTR
$25.6B
| $555K | 0.08% |
2,019
+83
|
|
||
217
UBS Group
UBS
$121B
| $551K | 0.08% |
13,431
+702
|
|
||
218
Stryker
SYK
$140B
| $547K | 0.08% |
1,480
+173
|
|
||
219
Kroger
KR
$44.4B
| $546K | 0.08% |
8,102
-18
|
|
||
220
Southern Company
SO
$98B
| $546K | 0.08% |
5,756
+93
|
|
||
221
Dell
DELL
$91.1B
| $544K | 0.08% |
3,840
+755
|
|
||
222
Prologis
PLD
$120B
| $542K | 0.07% |
+4,733
|
|
||
223
Gilead Sciences
GILD
$154B
| $539K | 0.07% |
4,855
+434
|
|
||
224
iShares US Technology ETF
IYW
$21.1B
| $536K | 0.07% |
2,739
|
|
||
225
ING
ING
$77.3B
| $533K | 0.07% |
+20,442
|
|