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
276
$267K 0.05%
100,000
277
$266K 0.05%
7,475
+170
278
$266K 0.05%
3,299
+80
279
$263K 0.05%
+4,163
280
$262K 0.05%
1,913
-81
281
$260K 0.05%
+12,445
282
$259K 0.05%
4,089
+182
283
$258K 0.05%
341
+24
284
$257K 0.05%
+78,000
285
$254K 0.05%
+199
286
$254K 0.05%
4,980
+169
287
$252K 0.04%
+3,110
288
$252K 0.04%
2,880
-120
289
$247K 0.04%
1,456
+10
290
$246K 0.04%
5,409
-89
291
$246K 0.04%
+1,144
292
$244K 0.04%
1,026
+29
293
$243K 0.04%
+5,007
294
$242K 0.04%
1,632
+245
295
$241K 0.04%
5,245
-221
296
$239K 0.04%
+7,854
297
$237K 0.04%
4,000
298
$236K 0.04%
910
+93
299
$235K 0.04%
3,264
+271
300
$233K 0.04%
2,112
+5
10 11
12
13 14