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
$395M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$1.18M
3
+$1.1M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$800K
5
IGRO icon
iShares International Dividend Growth ETF
IGRO
+$798K

Top Sells

1
+$15.4M
2
+$2.69M
3
+$1.09M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$913K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$600K

Sector Composition

1 Financials 6.06%
2 Technology 5.95%
3 Consumer Staples 3.83%
4 Industrials 2.82%
5 Healthcare 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$685K 0.17%
3,895
+50
52
$674K 0.17%
2,976
+396
53
$666K 0.17%
3,038
+391
54
$665K 0.17%
5,358
+428
55
$654K 0.17%
+17,653
56
$653K 0.17%
15,832
+1,445
57
$649K 0.16%
5,745
-5,311
58
$646K 0.16%
2,795
+157
59
$611K 0.15%
2,549
+515
60
$596K 0.15%
7,518
61
$587K 0.15%
6,542
+1,045
62
$584K 0.15%
2,656
-328
63
$578K 0.15%
5,171
+462
64
$573K 0.15%
7,362
+526
65
$568K 0.14%
1,327
-1,297
66
$558K 0.14%
1,914
+149
67
$554K 0.14%
+5,641
68
$533K 0.13%
5,275
-196
69
$514K 0.13%
2,370
+35
70
$513K 0.13%
7,445
+661
71
$502K 0.13%
4,331
-439
72
$494K 0.13%
2,625
+762
73
$488K 0.12%
7,274
+1,022
74
$484K 0.12%
2,437
-352
75
$477K 0.12%
7,986
+1,271
1 2
3
4 5