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
$562M
AUM Growth
+$3.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$1.29M
3
+$1M
4
IDHQ icon
Invesco S&P International Developed Quality ETF
IDHQ
+$946K
5
DFIV icon
Dimensional International Value ETF
DFIV
+$923K

Top Sells

1
+$3.64M
2
+$3.32M
3
+$3.28M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.32M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.09M

Sector Composition

1 Technology 14.13%
2 Financials 8.06%
3 Healthcare 5.46%
4 Consumer Staples 4.8%
5 Industrials 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.17M 0.21%
2,115
+144
77
$1.15M 0.21%
15,650
+71
78
$1.15M 0.2%
10,756
-798
79
$1.14M 0.2%
2,423
+117
80
$1.12M 0.2%
3,689
-149
81
$1.1M 0.2%
6,351
+135
82
$1.09M 0.19%
6,872
-1,359
83
$1.09M 0.19%
1,965
+316
84
$1.08M 0.19%
4,242
-435
85
$1.07M 0.19%
2,771
-15
86
$1.04M 0.19%
982,379
87
$1.04M 0.18%
13,190
-149
88
$1.03M 0.18%
1,012
+3
89
$1.01M 0.18%
13,964
+310
90
$1M 0.18%
+24,972
91
$996K 0.18%
112,500
92
$963K 0.17%
14,448
+583
93
$963K 0.17%
6,822
-101
94
$958K 0.17%
5,908
+187
95
$954K 0.17%
30,811
+3,708
96
$949K 0.17%
4,567
-9
97
$947K 0.17%
19,969
+113
98
$946K 0.17%
+31,086
99
$923K 0.16%
9,037
-1,753
100
$923K 0.16%
878
+69
2 3
4
5 6