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LFA
Legacy Financial Advisors Portfolio holdings
AUM
$715M
1-Year Est. Return
22.34%
This Fund
S&P 500
This Quarter
Est. Return
+4.68%
1 Year Est. Return
+22.34%
3 Year Est. Return
+65.76%
5 Year Est. Return
+76.87%
10 Year Est. Return
–
AUM
$244M
AUM Growth
–
Cap. Flow
+$239M
Cap. Flow
% of AUM
98.21%
Top 10 Holdings %
Top 10 Hldgs %
68.59%
Holding
888
New
886
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$85.3M |
| 2 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
+$29M |
| 3 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$13.6M |
| 4 |
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
|
+$12.9M |
| 5 |
Procter & Gamble
PG
|
+$7.49M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 9.45% |
| 2 | Consumer Staples | 4.64% |
| 3 | Technology | 3.07% |
| 4 | Industrials | 2.86% |
| 5 | Healthcare | 2.8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
726
Franklin Resources
BEN
$17.6B
| $2K | ﹤0.01% |
+58
| New | +$2.51K |
|
727
BOK Financial
BOKF
$8.58B
| $2K | ﹤0.01% |
+27
| New | +$2.38K |
|
728
Brown & Brown
BRO
$23.6B
| $2K | ﹤0.01% |
+84
| New | +$2.11K |
|
729
Boston Scientific
BSX
$69.5B
| $2K | ﹤0.01% |
+108
| New | +$2.98K |
|
730
Chemours
CC
$2.5B
| $2K | ﹤0.01% |
+49
| New | +$2.57K |
|
731
COPT Defense Properties
CDP
$4.3B
| $2K | ﹤0.01% |
+69
| New | +$2.16K |
|
732
Celanese
CE
$4.9B
| $2K | ﹤0.01% |
+19
| New | +$2.02K |
|
733
Cullen/Frost Bankers
CFR
$10.3B
| $2K | ﹤0.01% |
+24
| New | +$2.31K |
|
734
Compass Minerals
CMP
$1.23B
| $2K | ﹤0.01% |
+32
| New | +$2.15K |
|
735
Camden Property Trust
CPT
$11B
| $2K | ﹤0.01% |
+30
| New | +$2.77K |
|
736
Carpenter Technology
CRS
$25.8B
| $2K | ﹤0.01% |
+48
| New | +$2.38K |
|
737
CVB Financial
CVBF
$3.94B
| $2K | ﹤0.01% |
+90
| New | +$2.14K |
|
738
Crane NXT
CXT
$2.99B
| $2K | ﹤0.01% |
+81
| New | +$2.37K |
|
739
Darden Restaurants
DRI
$23.3B
| $2K | ﹤0.01% |
+30
| New | +$2.53K |
|
740
Ecolab
ECL
$78.1B
| $2K | ﹤0.01% |
+17
| New | +$2.26K |
|
741
First Trust Natural Gas ETF
FCG
$644M
| $2K | ﹤0.01% |
+91
| New | +$1.98K |
|
742
Factset
FDS
$9.36B
| $2K | ﹤0.01% |
+13
| New | +$2.49K |
|
743
Henry Schein
HSIC
$9.77B
| $2K | ﹤0.01% |
+41
| New | +$2.38K |
|
744
Intuitive Surgical
ISRG
$127B
| $2K | ﹤0.01% |
+24
| New | +$3K |
|
745
Pediatrix Medical
MD
$2.18B
| $2K | ﹤0.01% |
+42
| New | +$1.98K |
|
746
Magna International
MGA
$18.7B
| $2K | ﹤0.01% |
+52
| New | +$2.86K |
|
747
Molina Healthcare
MOH
$10.2B
| $2K | ﹤0.01% |
+34
| New | +$2.45K |
|
748
Omnicom Group
OMC
$21.6B
| $2K | ﹤0.01% |
+40
| New | +$2.87K |
|
749
Bank OZK
OZK
$5.6B
| $2K | ﹤0.01% |
+46
| New | +$2.14K |
|
750
Pentair
PNR
$10.4B
| $2K | ﹤0.01% |
+46
| New | +$2.15K |
|
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Legacy Financial Advisors's Q4 2017 Portfolio in Review
Q4 2017 is the first quarter with a 13F filing on record for Legacy Financial Advisors, which disclosed 888 positions worth $244M. Its ten largest holdings account for 69% of the portfolio.
Its largest position is iShares MSCI USA Min Vol Factor ETF: 1,644,066 shares worth $86.8M.
By sector, the portfolio is most concentrated in Financials at 9.4% of assets, followed by Consumer Staples and Technology.
- Legacy Financial Advisors's largest Q4 2017 buy was iShares MSCI USA Min Vol Factor ETF: 1,644,066 shares worth $86.8M.
- Legacy Financial Advisors's ten largest holdings make up 69% of its $244M portfolio in Q4 2017.
- Legacy Financial Advisors disclosed 888 positions in Q4 2017, its first 13F filing on record.
Based on Legacy Financial Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.