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
$316M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$985K
3
+$584K
4
B
Barrick Mining
B
+$517K
5
EELV icon
Invesco S&P Emerging Markets Low Volatility ETF
EELV
+$506K

Top Sells

1
+$865K
2
+$743K
3
+$483K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$352K
5
ISCB icon
iShares Morningstar Small-Cap ETF
ISCB
+$313K

Sector Composition

1 Financials 7.55%
2 Consumer Staples 4.45%
3 Technology 2.93%
4 Healthcare 2.05%
5 Energy 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$662K 0.21%
22,383
+5,882
52
$648K 0.2%
10,090
-155
53
$610K 0.19%
6,021
-249
54
$606K 0.19%
6,325
-1,575
55
$572K 0.18%
1,945
-37
56
$545K 0.17%
9,136
57
$540K 0.17%
14,301
+580
58
$540K 0.17%
8,060
-40
59
$533K 0.17%
11,889
+1,678
60
$525K 0.17%
1,759
+12
61
$517K 0.16%
+27,809
62
$516K 0.16%
4,269
+430
63
$506K 0.16%
+21,098
64
$483K 0.15%
12,983
-838
65
$476K 0.15%
14,500
+7,845
66
$453K 0.14%
2,657
67
$453K 0.14%
2,207
+76
68
$437K 0.14%
3,198
+10
69
$429K 0.14%
12,172
+38
70
$423K 0.13%
2,140
-43
71
$419K 0.13%
6,098
+538
72
$417K 0.13%
3,461
-587
73
$416K 0.13%
4,794
-48
74
$411K 0.13%
13,939
+1,966
75
$410K 0.13%
3,203
-535
1 2
3
4 5