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
301
$232K 0.04%
+7,153
302
$229K 0.04%
3,557
+232
303
$229K 0.04%
49,504
-4,331
304
$223K 0.04%
999
+73
305
$222K 0.04%
6,140
-124
306
$220K 0.04%
+2,464
307
$219K 0.04%
74
+2
308
$218K 0.04%
+22,274
309
$213K 0.04%
+2,199
310
$213K 0.04%
+5,056
311
$213K 0.04%
+976
312
$212K 0.04%
+4,309
313
$212K 0.04%
787
-122
314
$211K 0.04%
1,455
+55
315
$209K 0.04%
18,299
+172
316
$209K 0.04%
+1,043
317
$208K 0.04%
+1,370
318
$208K 0.04%
20,000
319
$201K 0.04%
18,632
-226
320
$197K 0.04%
+17,153
321
$164K 0.03%
19,908
+779
322
$161K 0.03%
16,004
+1,444
323
$158K 0.03%
+11,688
324
$150K 0.03%
11,199
+266
325
$125K 0.02%
45,683
-1,713
11 12
13
14 15