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
$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
251
$303K 0.05%
3,226
252
$302K 0.05%
1,653
-10
253
$299K 0.05%
+5,192
254
$296K 0.05%
4,078
-85
255
$296K 0.05%
+9,563
256
$296K 0.05%
+3,027
257
$295K 0.05%
3,742
-80
258
$294K 0.05%
4,542
+352
259
$293K 0.05%
22,620
-2,713
260
$289K 0.05%
848
-12
261
$283K 0.05%
10,618
+449
262
$281K 0.05%
103,625
+22,609
263
$280K 0.05%
8,384
-542
264
$280K 0.05%
12,616
+330
265
$280K 0.05%
1,284
-315
266
$276K 0.05%
634
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267
$276K 0.05%
4,094
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268
$274K 0.05%
3,725
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269
$273K 0.05%
+9,256
270
$272K 0.05%
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271
$271K 0.05%
5,058
-10
272
$270K 0.05%
+5,063
273
$269K 0.05%
2,585
+274
274
$268K 0.05%
914
-38
275
$268K 0.05%
1,248
+59
9 10
11
12 13