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
$445M
AUM Growth
+$8.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$8.26M
2
+$3.33M
3
+$3.11M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$2.39M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.25M

Top Sells

1
+$2.88M
2
+$2.39M
3
+$2.29M
4
IGRO icon
iShares International Dividend Growth ETF
IGRO
+$2.17M
5
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$574K

Sector Composition

1 Technology 7.74%
2 Financials 6.53%
3 Consumer Staples 4.13%
4 Healthcare 3.74%
5 Industrials 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$901K 0.2%
10,889
+1,902
52
$887K 0.2%
3,380
+177
53
$881K 0.2%
17,751
+1,524
54
$876K 0.2%
3,633
-7
55
$869K 0.2%
5,361
+1,374
56
$869K 0.2%
7,835
+2,387
57
$866K 0.19%
8,025
+574
58
$866K 0.19%
2,424
+157
59
$863K 0.19%
3,568
+151
60
$852K 0.19%
3,120
+263
61
$835K 0.19%
3,377
-83
62
$809K 0.18%
5,895
+1,115
63
$802K 0.18%
17,771
-50,665
64
$775K 0.17%
28,635
-2,592
65
$762K 0.17%
+5,234
66
$741K 0.17%
9,499
67
$720K 0.16%
15,710
+8,887
68
$709K 0.16%
+7,052
69
$706K 0.16%
1,600
+85
70
$704K 0.16%
3,616
+416
71
$703K 0.16%
5,405
+3,378
72
$695K 0.16%
3,124
-1,435
73
$679K 0.15%
2,014
+55
74
$668K 0.15%
3,491
+264
75
$645K 0.15%
5,453
+349
1 2
3
4 5