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
$562M
AUM Growth
+$3.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$1.29M
3
+$1M
4
IDHQ icon
Invesco S&P International Developed Quality ETF
IDHQ
+$946K
5
DFIV icon
Dimensional International Value ETF
DFIV
+$923K

Top Sells

1
+$3.64M
2
+$3.32M
3
+$3.28M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.32M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.09M

Sector Composition

1 Technology 14.13%
2 Financials 8.06%
3 Healthcare 5.46%
4 Consumer Staples 4.8%
5 Industrials 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.35M 0.6%
12,757
+514
27
$3.3M 0.59%
85,017
-4,082
28
$3.29M 0.59%
28,612
+2,328
29
$3.13M 0.56%
60,052
-2,047
30
$3.07M 0.55%
84,043
-6,834
31
$3.05M 0.54%
15,408
+3,978
32
$3M 0.53%
117,960
-1,307
33
$2.83M 0.5%
4,191
+227
34
$2.7M 0.48%
5,306
+77
35
$2.68M 0.48%
18,953
+501
36
$2.67M 0.48%
2,948
+44
37
$2.58M 0.46%
7,509
-281
38
$2.52M 0.45%
20,389
-2,442
39
$2.46M 0.44%
6,045
+236
40
$2.42M 0.43%
15,070
+370
41
$2.37M 0.42%
15,239
+27
42
$2.36M 0.42%
52,593
-108
43
$2.33M 0.42%
15,950
-1,714
44
$2.3M 0.41%
36,159
+434
45
$2.17M 0.39%
43,893
-776
46
$2.08M 0.37%
13,286
+231
47
$1.93M 0.34%
13,492
+772
48
$1.81M 0.32%
36,172
-123
49
$1.75M 0.31%
5,607
+4
50
$1.74M 0.31%
8,951
+72
1
2
3 4 5