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
101
$364K 0.09%
4,556
+754
102
$357K 0.09%
13,508
+414
103
$357K 0.09%
1,555
+148
104
$355K 0.09%
+1,564
105
$354K 0.09%
5,248
-861
106
$352K 0.09%
2,152
+332
107
$349K 0.09%
3,805
+103
108
$347K 0.09%
24,305
+3,419
109
$345K 0.09%
2,643
-118
110
$340K 0.09%
32,000
111
$340K 0.09%
3,431
+174
112
$332K 0.08%
1,358
+374
113
$327K 0.08%
1,552
+265
114
$327K 0.08%
16,290
+1,446
115
$324K 0.08%
614
+8
116
$319K 0.08%
1,093
+43
117
$315K 0.08%
18,378
118
$312K 0.08%
2,180
+64
119
$309K 0.08%
14,237
+1,278
120
$308K 0.08%
872
-20
121
$307K 0.08%
1,444
-17
122
$298K 0.08%
1,253
-4
123
$297K 0.08%
3,286
+232
124
$292K 0.07%
1,016
+65
125
$292K 0.07%
1,668
+144
3 4
5
6 7