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
$418M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$8.26M
3
+$7.35M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$3.92M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$3.84M

Top Sells

1
+$9.36M
2
+$6.39M
3
+$2.12M
4
IGRO icon
iShares International Dividend Growth ETF
IGRO
+$905K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$851K

Sector Composition

1 Technology 6.28%
2 Financials 5.55%
3 Healthcare 3.96%
4 Consumer Staples 3.91%
5 Industrials 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.08M 0.5%
23,806
+1,582
27
$2.02M 0.48%
+91,317
28
$1.92M 0.46%
3,808
+147
29
$1.84M 0.44%
45,688
+1,278
30
$1.82M 0.43%
+49,801
31
$1.67M 0.4%
21,027
-115
32
$1.54M 0.37%
16,064
+544
33
$1.53M 0.37%
34,909
+26
34
$1.52M 0.36%
5,726
+1,079
35
$1.49M 0.36%
7,214
-26
36
$1.48M 0.35%
26,387
+275
37
$1.46M 0.35%
56,533
+23,163
38
$1.38M 0.33%
16,066
+486
39
$1.29M 0.31%
8,976
+890
40
$1.28M 0.31%
13,377
-343
41
$1.28M 0.31%
+50,780
42
$1.23M 0.29%
24,332
-17,875
43
$1.21M 0.29%
+6,927
44
$1.18M 0.28%
5,880
+56
45
$1.15M 0.27%
7,035
+413
46
$1.08M 0.26%
6,072
-534
47
$1.07M 0.26%
3,893
+164
48
$1.05M 0.25%
6,764
+403
49
$1.04M 0.25%
26,096
+5,673
50
$1.02M 0.24%
10,540
+444
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