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
$500M
AUM Growth
-$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$3.04M
3
+$1.59M
4
XC icon
WisdomTree True Emerging Markets Fund
XC
+$1.1M
5
DNL icon
WisdomTree Global ex-US Quality Dividend Growth Fund
DNL
+$779K

Top Sells

1
+$28.7M
2
+$12.6M
3
+$3.32M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.07M
5
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$946K

Sector Composition

1 Technology 9.74%
2 Financials 6.03%
3 Healthcare 4.65%
4 Consumer Staples 4.27%
5 Industrials 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.38M 0.28%
8,702
+112
52
$1.32M 0.27%
3,509
+313
53
$1.27M 0.26%
6,258
+520
54
$1.27M 0.25%
23,874
+2,232
55
$1.25M 0.25%
6,518
+1,072
56
$1.23M 0.25%
13,012
+2,126
57
$1.22M 0.24%
14,690
+900
58
$1.18M 0.24%
7,914
+1,581
59
$1.18M 0.24%
5,326
+477
60
$1.16M 0.23%
4,419
-39
61
$1.13M 0.23%
9,400
+32
62
$1.11M 0.22%
34,313
-1,029
63
$1.05M 0.21%
13,440
+561
64
$1.04M 0.21%
5,654
+743
65
$1.04M 0.21%
22,953
+1,954
66
$1.02M 0.2%
37,251
+8,175
67
$991K 0.2%
3,227
+536
68
$982K 0.2%
2,402
-53
69
$967K 0.19%
10,632
+1,056
70
$959K 0.19%
4,729
+858
71
$943K 0.19%
9,610
+374
72
$937K 0.19%
9,196
+1,364
73
$933K 0.19%
3,877
+172
74
$928K 0.19%
112,500
75
$905K 0.18%
25,448
+2,218
1 2
3
4 5