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
$395M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$1.18M
3
+$1.1M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$800K
5
IGRO icon
iShares International Dividend Growth ETF
IGRO
+$798K

Top Sells

1
+$15.4M
2
+$2.69M
3
+$1.09M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$913K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$600K

Sector Composition

1 Financials 6.06%
2 Technology 5.95%
3 Consumer Staples 3.83%
4 Industrials 2.82%
5 Healthcare 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.24M 0.31%
5,554
+705
27
$1.21M 0.31%
3,492
+59
28
$1.21M 0.31%
3,009
-161
29
$1.2M 0.3%
18,967
+1,392
30
$1.14M 0.29%
3,561
-427
31
$1.13M 0.29%
20,811
+1,429
32
$1.07M 0.27%
20,251
+1,522
33
$1.06M 0.27%
19,132
-588
34
$1.04M 0.26%
4,463
-1,001
35
$1.04M 0.26%
5,415
+727
36
$1.04M 0.26%
18,520
+4,550
37
$1.01M 0.26%
50,400
+3,160
38
$984K 0.25%
10,304
-124
39
$963K 0.24%
3,764
-165
40
$927K 0.23%
11,923
+477
41
$869K 0.22%
16,165
-16,980
42
$846K 0.21%
4,067
+592
43
$815K 0.21%
9,553
+1,774
44
$797K 0.2%
7,614
+766
45
$754K 0.19%
4,881
-1,329
46
$743K 0.19%
3,049
-28
47
$739K 0.19%
4,990
+630
48
$724K 0.18%
1,983
-110
49
$718K 0.18%
2,585
-120
50
$711K 0.18%
15,132
+243
1
2
3 4 5