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
101
$484K 0.11%
3,084
-58
102
$470K 0.11%
3,437
-103
103
$465K 0.1%
696
+92
104
$465K 0.1%
2,298
+108
105
$464K 0.1%
31,704
+1,144
106
$462K 0.1%
1,612
+81
107
$461K 0.1%
1,109
+46
108
$460K 0.1%
+12,000
109
$455K 0.1%
1,751
+38
110
$455K 0.1%
2,978
+40
111
$454K 0.1%
996
+307
112
$447K 0.1%
3,393
+107
113
$447K 0.1%
7,527
-994
114
$445K 0.1%
3,983
+68
115
$444K 0.1%
7,739
+285
116
$434K 0.1%
2,200
-119
117
$432K 0.1%
6,630
-33,270
118
$428K 0.1%
14,574
+68
119
$424K 0.1%
+30,145
120
$418K 0.09%
+9,023
121
$415K 0.09%
+2,298
122
$412K 0.09%
2,064
-91
123
$408K 0.09%
4,666
+104
124
$400K 0.09%
7,016
+1,087
125
$400K 0.09%
4,714
-249
3 4
5
6 7