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
$562M
AUM Growth
+$3.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$1.29M
3
+$1M
4
IDHQ icon
Invesco S&P International Developed Quality ETF
IDHQ
+$946K
5
DFIV icon
Dimensional International Value ETF
DFIV
+$923K

Top Sells

1
+$3.64M
2
+$3.32M
3
+$3.28M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.32M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.09M

Sector Composition

1 Technology 14.13%
2 Financials 8.06%
3 Healthcare 5.46%
4 Consumer Staples 4.8%
5 Industrials 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.73M 0.31%
3,917
+57
52
$1.71M 0.31%
9,422
+1,032
53
$1.71M 0.3%
6,546
-109
54
$1.69M 0.3%
5,815
+127
55
$1.67M 0.3%
42,595
-2,005
56
$1.67M 0.3%
24,615
+812
57
$1.58M 0.28%
6,984
-242
58
$1.55M 0.28%
32,571
-3,838
59
$1.54M 0.27%
37,301
+914
60
$1.54M 0.27%
8,848
+48
61
$1.51M 0.27%
8,612
-52
62
$1.5M 0.27%
8,736
-84
63
$1.49M 0.27%
9,063
-8
64
$1.48M 0.26%
1,739
+17
65
$1.47M 0.26%
5,716
-114
66
$1.46M 0.26%
36,745
-5,347
67
$1.45M 0.26%
51,670
+4,807
68
$1.35M 0.24%
6,786
+1,208
69
$1.29M 0.23%
32,435
-1,275
70
$1.29M 0.23%
+20,247
71
$1.27M 0.23%
2,712
+8
72
$1.24M 0.22%
12,503
+239
73
$1.23M 0.22%
23,048
-230
74
$1.18M 0.21%
8,643
+2,304
75
$1.17M 0.21%
4,967
+826
1 2
3
4 5