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
$418M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$8.26M
3
+$7.35M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$3.92M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$3.84M

Top Sells

1
+$9.36M
2
+$6.39M
3
+$2.12M
4
IGRO icon
iShares International Dividend Growth ETF
IGRO
+$905K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$851K

Sector Composition

1 Technology 6.28%
2 Financials 5.55%
3 Healthcare 3.96%
4 Consumer Staples 3.91%
5 Industrials 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$937K 0.22%
4,059
+170
52
$931K 0.22%
20,051
+240
53
$906K 0.22%
3,395
+173
54
$904K 0.22%
4,262
+219
55
$899K 0.21%
20,490
+3,180
56
$898K 0.21%
3,983
+46
57
$894K 0.21%
20,544
+319
58
$877K 0.21%
23,095
-5,065
59
$829K 0.2%
10,131
+95
60
$794K 0.19%
4,917
+339
61
$782K 0.19%
3,456
+408
62
$766K 0.18%
1,983
+176
63
$748K 0.18%
5,570
+745
64
$743K 0.18%
17,178
+2,679
65
$741K 0.18%
27,814
-736
66
$739K 0.18%
12,105
+448
67
$714K 0.17%
58,840
-50
68
$705K 0.17%
7,473
+2,643
69
$703K 0.17%
8,066
+922
70
$693K 0.17%
2,436
+73
71
$676K 0.16%
5,693
-815
72
$669K 0.16%
8,280
+939
73
$660K 0.16%
21,844
+971
74
$657K 0.16%
3,935
+259
75
$646K 0.15%
4,762
+593
1 2
3
4 5