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
$316M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$985K
3
+$584K
4
B
Barrick Mining
B
+$517K
5
EELV icon
Invesco S&P Emerging Markets Low Volatility ETF
EELV
+$506K

Top Sells

1
+$865K
2
+$743K
3
+$483K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$352K
5
ISCB icon
iShares Morningstar Small-Cap ETF
ISCB
+$313K

Sector Composition

1 Financials 7.55%
2 Consumer Staples 4.45%
3 Technology 2.93%
4 Healthcare 2.05%
5 Energy 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$404K 0.13%
8,431
+65
77
$402K 0.13%
5,034
-43
78
$398K 0.13%
26,407
+43
79
$381K 0.12%
2,367
-36
80
$371K 0.12%
9,363
+156
81
$370K 0.12%
5,471
-10,985
82
$369K 0.12%
4,253
+22
83
$368K 0.12%
1,130
-146
84
$366K 0.12%
8,149
+2,085
85
$360K 0.11%
11,905
86
$345K 0.11%
+14,341
87
$335K 0.11%
10,610
+40
88
$333K 0.11%
1,381
-4
89
$332K 0.11%
1,834
-213
90
$331K 0.1%
5,945
+112
91
$330K 0.1%
4,922
+420
92
$329K 0.1%
4,925
93
$316K 0.1%
2,810
+11
94
$311K 0.1%
2,915
95
$310K 0.1%
18,320
96
$307K 0.1%
2,661
97
$306K 0.1%
3,454
-45
98
$290K 0.09%
5,767
-4,299
99
$286K 0.09%
4,685
-4,270
100
$275K 0.09%
6,045
1 2 3
4
5