LFA

Legacy Financial Advisors Portfolio holdings

AUM $726M
1-Year Est. Return 19.8%
This Quarter Est. Return
1 Year Est. Return
+19.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$445M
AUM Growth
+$8.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$8.26M
2
+$3.33M
3
+$3.11M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$2.39M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.25M

Top Sells

1
+$2.88M
2
+$2.39M
3
+$2.29M
4
IGRO icon
iShares International Dividend Growth ETF
IGRO
+$2.17M
5
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$574K

Sector Composition

1 Technology 7.74%
2 Financials 6.53%
3 Consumer Staples 4.13%
4 Healthcare 3.74%
5 Industrials 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$639K 0.14%
5,606
-207
77
$632K 0.14%
8,530
+2,683
78
$632K 0.14%
4,698
-681
79
$621K 0.14%
7,078
+657
80
$611K 0.14%
8,726
-180
81
$608K 0.14%
2,671
+89
82
$602K 0.14%
2,485
+18
83
$590K 0.13%
6,922
-174
84
$586K 0.13%
1,018
+188
85
$586K 0.13%
+5,000
86
$581K 0.13%
12,407
+3,138
87
$579K 0.13%
6,838
+290
88
$571K 0.13%
4,185
-190
89
$568K 0.13%
5,307
+13
90
$564K 0.13%
+47,500
91
$564K 0.13%
3,922
+1,496
92
$564K 0.13%
+31,612
93
$550K 0.12%
5,209
-27
94
$549K 0.12%
930
+14
95
$524K 0.12%
3,385
-169
96
$512K 0.12%
3,702
-87
97
$508K 0.11%
+4,852
98
$504K 0.11%
5,927
+103
99
$488K 0.11%
12,979
-610
100
$487K 0.11%
7,740
+470
2 3
4
5 6