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
$445M
AUM Growth
+$8.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$8.26M
2
+$3.33M
3
+$3.11M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$2.39M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.25M

Top Sells

1
+$2.88M
2
+$2.39M
3
+$2.29M
4
IGRO icon
iShares International Dividend Growth ETF
IGRO
+$2.17M
5
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$574K

Sector Composition

1 Technology 7.74%
2 Financials 6.53%
3 Consumer Staples 4.13%
4 Healthcare 3.74%
5 Industrials 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.69M 0.38%
32,651
-7,135
27
$1.64M 0.37%
19,841
-392
28
$1.57M 0.35%
25,330
+1,277
29
$1.5M 0.34%
30,327
+1,772
30
$1.48M 0.33%
6,683
+938
31
$1.42M 0.32%
+17,383
32
$1.42M 0.32%
8,725
-676
33
$1.32M 0.3%
23,717
-1,347
34
$1.3M 0.29%
3,691
+340
35
$1.25M 0.28%
24,458
+860
36
$1.22M 0.27%
4,080
+177
37
$1.22M 0.27%
+44,270
38
$1.21M 0.27%
14,714
+1,228
39
$1.18M 0.26%
5,724
-76
40
$1.13M 0.26%
20,001
+446
41
$1.12M 0.25%
11,051
-356
42
$1.1M 0.25%
5,979
+17
43
$1.08M 0.24%
20,085
+1,865
44
$1.06M 0.24%
28,309
-13,527
45
$1.06M 0.24%
6,318
+180
46
$1.05M 0.24%
9,872
-128
47
$1.03M 0.23%
+9,369
48
$1.01M 0.23%
4,700
+46
49
$983K 0.22%
9,919
-708
50
$963K 0.22%
23,359
+162
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