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
$402M
AUM Growth
-$42.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$6.23M
2
+$5.6M
3
+$4.97M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$2.49M
5
IGRO icon
iShares International Dividend Growth ETF
IGRO
+$2.04M

Top Sells

1
+$3.7M
2
+$3.33M
3
+$1.42M
4
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$1.22M
5
DNL icon
WisdomTree Global ex-U.S. Quality Growth Fund
DNL
+$1.14M

Sector Composition

1 Technology 6.5%
2 Financials 5.81%
3 Consumer Staples 4.32%
4 Healthcare 4.28%
5 Industrials 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$893K 0.22%
58,890
-7,450
52
$880K 0.22%
3,222
-469
53
$871K 0.22%
20,423
-3,294
54
$851K 0.21%
21,223
+3,452
55
$836K 0.21%
4,578
-122
56
$830K 0.21%
28,550
+241
57
$814K 0.2%
11,657
+768
58
$783K 0.19%
17,310
-2,775
59
$777K 0.19%
1,807
+207
60
$773K 0.19%
36,863
+5,251
61
$745K 0.19%
2,363
-61
62
$739K 0.18%
4,825
-536
63
$722K 0.18%
5,204
-30
64
$672K 0.17%
4,169
+1,045
65
$663K 0.16%
10,252
+753
66
$660K 0.16%
7,144
-881
67
$659K 0.16%
7,341
-494
68
$655K 0.16%
7,755
+677
69
$650K 0.16%
20,873
-2,486
70
$640K 0.16%
3,048
+377
71
$639K 0.16%
3,676
+60
72
$612K 0.15%
3,247
+2,328
73
$602K 0.15%
15,684
-26
74
$601K 0.15%
5,172
-434
75
$592K 0.15%
9,357
+631
1 2
3
4 5