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
$500M
AUM Growth
-$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$3.04M
3
+$1.59M
4
XC icon
WisdomTree True Emerging Markets Fund
XC
+$1.1M
5
DNL icon
WisdomTree Global ex-US Quality Dividend Growth Fund
DNL
+$779K

Top Sells

1
+$28.7M
2
+$12.6M
3
+$3.32M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.07M
5
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$946K

Sector Composition

1 Technology 9.74%
2 Financials 6.03%
3 Healthcare 4.65%
4 Consumer Staples 4.27%
5 Industrials 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.87M 0.58%
11,488
+2,060
27
$2.67M 0.54%
17,166
+886
28
$2.51M 0.5%
4,978
+503
29
$2.47M 0.49%
10,738
+1,360
30
$2.15M 0.43%
20,873
+1,212
31
$2.03M 0.41%
37,958
+9,393
32
$2.01M 0.4%
11,932
+879
33
$1.99M 0.4%
39,860
+6,630
34
$1.98M 0.4%
78,097
-269
35
$1.96M 0.39%
6,486
+594
36
$1.94M 0.39%
36,056
+2,587
37
$1.9M 0.38%
42,885
+3,678
38
$1.86M 0.37%
5,322
+620
39
$1.85M 0.37%
15,056
+125
40
$1.83M 0.37%
41,871
-1,358
41
$1.7M 0.34%
51,466
+1,272
42
$1.69M 0.34%
6,622
+388
43
$1.69M 0.34%
16,459
-122,452
44
$1.68M 0.34%
30,050
-1,573
45
$1.64M 0.33%
15,524
+1,812
46
$1.52M 0.3%
8,993
+413
47
$1.49M 0.3%
3,759
+271
48
$1.47M 0.29%
15,670
-1,134
49
$1.43M 0.29%
2,653
+21
50
$1.42M 0.29%
5,299
+535
1
2
3 4 5