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
$402M
AUM Growth
-$42.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$6.23M
2
+$5.6M
3
+$4.97M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$2.49M
5
IGRO icon
iShares International Dividend Growth ETF
IGRO
+$2.04M

Top Sells

1
+$3.7M
2
+$3.33M
3
+$1.42M
4
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$1.22M
5
DNL icon
WisdomTree Global ex-U.S. Quality Growth Fund
DNL
+$1.14M

Sector Composition

1 Technology 6.5%
2 Financials 5.81%
3 Consumer Staples 4.32%
4 Healthcare 4.28%
5 Industrials 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$588K 0.15%
14,499
-3,252
77
$581K 0.14%
2,091
+77
78
$573K 0.14%
5,412
+105
79
$569K 0.14%
1,755
+143
80
$559K 0.14%
2,621
-499
81
$557K 0.14%
7,410
+488
82
$544K 0.14%
4,777
+592
83
$538K 0.13%
2,567
+82
84
$534K 0.13%
8,645
+1,118
85
$528K 0.13%
6,819
-19
86
$525K 0.13%
3,710
+325
87
$510K 0.13%
3,732
+241
88
$509K 0.13%
6,383
+456
89
$506K 0.13%
4,656
-797
90
$499K 0.12%
919
-11
91
$498K 0.12%
60,450
+30,305
92
$483K 0.12%
3,633
+196
93
$481K 0.12%
2,206
+142
94
$471K 0.12%
10,668
+5,653
95
$470K 0.12%
6,099
+1,264
96
$467K 0.12%
3,657
+679
97
$456K 0.11%
3,913
+211
98
$456K 0.11%
4,830
-1,065
99
$449K 0.11%
2,721
+907
100
$447K 0.11%
4,173
+190
2 3
4
5 6