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
$395M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$1.18M
3
+$1.1M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$800K
5
IGRO icon
iShares International Dividend Growth ETF
IGRO
+$798K

Top Sells

1
+$15.4M
2
+$2.69M
3
+$1.09M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$913K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$600K

Sector Composition

1 Financials 6.06%
2 Technology 5.95%
3 Consumer Staples 3.83%
4 Industrials 2.82%
5 Healthcare 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$471K 0.12%
8,260
-382
77
$465K 0.12%
+5,796
78
$464K 0.12%
5,311
+55
79
$462K 0.12%
4,105
-654
80
$460K 0.12%
3,054
-9
81
$459K 0.12%
3,821
+236
82
$450K 0.11%
3,409
+534
83
$436K 0.11%
1,479
+141
84
$435K 0.11%
4,052
+629
85
$429K 0.11%
3,010
-21
86
$423K 0.11%
2,730
+530
87
$421K 0.11%
719
+27
88
$419K 0.11%
+1,879
89
$417K 0.11%
5,668
+428
90
$413K 0.1%
28,973
+1,051
91
$407K 0.1%
5,560
+44
92
$387K 0.1%
4,715
+597
93
$385K 0.1%
3,435
+530
94
$384K 0.1%
11,959
+1,592
95
$383K 0.1%
4,193
+1,016
96
$382K 0.1%
3,274
+548
97
$381K 0.1%
1,963
+199
98
$375K 0.09%
542
+66
99
$372K 0.09%
3,253
+371
100
$365K 0.09%
724
+37
2 3
4
5 6