LFA

Legacy Financial Advisors Portfolio holdings

AUM $640M
1-Year Est. Return 17.88%
This Quarter Est. Return
1 Year Est. Return
+17.88%
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
1
$90.7M 35.13%
1,731,816
-44,862
2
$32.7M 12.66%
490,580
+52,138
3
$14.8M 5.74%
261,435
+13,268
4
$13.8M 5.33%
246,207
-279
5
$8.42M 3.26%
91,637
-7,860
6
$5.15M 1.99%
155,160
+10,841
7
$4.64M 1.8%
50,758
+14,306
8
$2.87M 1.11%
29,413
-526
9
$2.72M 1.05%
24,657
+23,297
10
$2.59M 1%
59,720
+1
11
$2.25M 0.87%
49,316
+243
12
$2.25M 0.87%
27,656
+25,477
13
$1.95M 0.75%
16,674
+239
14
$1.85M 0.72%
28,989
+618
15
$1.67M 0.65%
+15,805
16
$1.64M 0.63%
41,492
-1,284
17
$1.52M 0.59%
6,044
-3,226
18
$1.44M 0.56%
46,354
-1,069
19
$1.4M 0.54%
19,597
+1,163
20
$1.39M 0.54%
+38,837
21
$1.19M 0.46%
27,478
+777
22
$1.19M 0.46%
50,474
-83
23
$1.13M 0.44%
13,138
+888
24
$1.11M 0.43%
5,429
+393
25
$1.11M 0.43%
33,330
-13,115
1
2 3 4 5