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
$436M
AUM Growth
+$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$12M
3
+$4.15M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.91M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.31M

Top Sells

1
+$26.7M
2
+$26.6M
3
+$7.23M
4
IGRO icon
iShares International Dividend Growth ETF
IGRO
+$6.3M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$281K

Sector Composition

1 Technology 7.9%
2 Financials 6.34%
3 Consumer Staples 4.42%
4 Healthcare 3.6%
5 Industrials 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$459K 0.11%
19,425
+917
102
$458K 0.11%
5,824
+242
103
$450K 0.1%
3,125
+301
104
$448K 0.1%
4,562
+102
105
$443K 0.1%
3,668
+627
106
$433K 0.1%
2,334
+283
107
$423K 0.1%
1,531
+148
108
$414K 0.1%
3,842
+1,245
109
$411K 0.09%
3,915
+29
110
$410K 0.09%
27,088
+1,386
111
$402K 0.09%
2,155
+314
112
$396K 0.09%
15,670
+2,010
113
$394K 0.09%
1,401
+324
114
$392K 0.09%
5,294
-7
115
$391K 0.09%
689
-150
116
$387K 0.09%
2,319
+105
117
$386K 0.09%
14,506
+263
118
$379K 0.09%
6,774
+784
119
$376K 0.09%
5,136
+699
120
$367K 0.08%
3,294
+176
121
$366K 0.08%
2,426
+409
122
$365K 0.08%
1,063
+202
123
$364K 0.08%
4,963
+271
124
$356K 0.08%
3,743
+166
125
$354K 0.08%
551
+81
3 4
5
6 7