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
$562M
AUM Growth
+$3.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$1.29M
3
+$1M
4
IDHQ icon
Invesco S&P International Developed Quality ETF
IDHQ
+$946K
5
DFIV icon
Dimensional International Value ETF
DFIV
+$923K

Top Sells

1
+$3.64M
2
+$3.32M
3
+$3.28M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.32M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.09M

Sector Composition

1 Technology 14.13%
2 Financials 8.06%
3 Healthcare 5.46%
4 Consumer Staples 4.8%
5 Industrials 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$360K 0.06%
1,831
-184
227
$358K 0.06%
3,993
-2,588
228
$357K 0.06%
3,898
+261
229
$356K 0.06%
1,193
+39
230
$351K 0.06%
5,600
+150
231
$350K 0.06%
+7,142
232
$349K 0.06%
829
-11
233
$348K 0.06%
2,184
+133
234
$341K 0.06%
834
+32
235
$339K 0.06%
5,178
+1,157
236
$338K 0.06%
35,174
+69
237
$336K 0.06%
4,605
+168
238
$334K 0.06%
+1,949
239
$324K 0.06%
16,892
+310
240
$323K 0.06%
6,468
-77
241
$319K 0.06%
8,280
+544
242
$316K 0.06%
4,107
+247
243
$314K 0.06%
2,629
-11,562
244
$313K 0.06%
2,144
+35
245
$310K 0.06%
2,357
+118
246
$308K 0.05%
3,591
-117
247
$307K 0.05%
526
+30
248
$306K 0.05%
+3,826
249
$303K 0.05%
2,031
-167
250
$303K 0.05%
1,250
-195
8 9
10
11 12