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
$402M
AUM Growth
-$42.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$6.23M
2
+$5.6M
3
+$4.97M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$2.49M
5
IGRO icon
iShares International Dividend Growth ETF
IGRO
+$2.04M

Top Sells

1
+$3.7M
2
+$3.33M
3
+$1.42M
4
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$1.22M
5
DNL icon
WisdomTree Global ex-U.S. Quality Growth Fund
DNL
+$1.14M

Sector Composition

1 Technology 6.5%
2 Financials 5.81%
3 Consumer Staples 4.32%
4 Healthcare 4.28%
5 Industrials 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.7M 0.42%
15,520
-580
27
$1.64M 0.41%
26,112
+782
28
$1.6M 0.4%
+36,990
29
$1.57M 0.39%
7,240
+3,860
30
$1.5M 0.37%
13,720
-980
31
$1.43M 0.36%
28,160
+3,702
32
$1.42M 0.35%
15,580
+866
33
$1.3M 0.32%
47,240
-27,286
34
$1.3M 0.32%
6,606
-77
35
$1.25M 0.31%
33,370
+3,043
36
$1.17M 0.29%
8,086
-639
37
$1.15M 0.29%
5,824
+100
38
$1.1M 0.27%
6,622
+304
39
$1.04M 0.26%
4,647
-267
40
$1.04M 0.26%
9,774
+405
41
$1.02M 0.25%
3,729
-351
42
$977K 0.24%
6,361
+382
43
$970K 0.24%
+19,811
44
$965K 0.24%
10,036
+117
45
$960K 0.24%
3,889
+512
46
$959K 0.24%
20,225
+224
47
$958K 0.24%
3,937
+369
48
$943K 0.23%
10,096
+224
49
$919K 0.23%
6,508
+1,103
50
$895K 0.22%
4,043
+410
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