LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
LF LEGACY FINANCIAL INDEPENDENT ADVISORS LLC | Institutional Filer | — | $192.2M | 113 |
Current Portfolio Holdings
Showing all 113 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AMLP | ALERIAN MLP ETF | — | 242K | $12.8M | 6.64% |
| 2 | GSGO | GOLDMAN SACHS GROWTH OPPORTUNITIES ETF | — | 236K | $8.6M | 4.48% |
| 3 | IBM | International Business Machines Corporation | Technology | 28K | $6.8M | 3.53% |
| 4 | DUK | Duke Energy Corporation | Utilities | 48K | $6.3M | 3.29% |
| 5 | SO | The Southern Company | Utilities | 65K | $6.2M | 3.24% |
| 6 | AEP | American Electric Power Company, Inc. | Utilities | 45K | $6.0M | 3.10% |
| 7 | SPG | Simon Property Group, Inc. | Real Estate | 29K | $5.5M | 2.84% |
| 8 | WCMI | FIRST TRUST WCM INTERNATIONAL EQUITY ETF | — | 321K | $5.4M | 2.80% |
| 9 | PPL | PPL Corporation | Utilities | 137K | $5.2M | 2.72% |
| 10 | IG | PRINCIPAL INVESTMENT GRADE CORPORATE ACTIVE ETF | — | 239K | $4.9M | 2.57% |
| 11 | MSFT | Microsoft Corporation | Technology | 13K | $4.7M | 2.46% |
| 12 | ED | Consolidated Edison, Inc. | Utilities | 39K | $4.4M | 2.31% |
| 13 | WM | Waste Management, Inc. | Industrials | 19K | $4.3M | 2.23% |
| 14 | AEE | Ameren Corporation | Utilities | 38K | $4.2M | 2.16% |
| 15 | CDNS | Cadence Design Systems, Inc. | Technology | 15K | $4.1M | 2.16% |
Showing 1 to 15 of 113 holdings