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
101
$447K 0.11%
4,526
+748
102
$436K 0.11%
3,093
+531
103
$432K 0.11%
15,237
+663
104
$427K 0.11%
4,178
-520
105
$426K 0.11%
7,640
+638
106
$426K 0.11%
1,911
+794
107
$425K 0.11%
+17,630
108
$417K 0.1%
13,727
+748
109
$413K 0.1%
863
-155
110
$410K 0.1%
47,500
111
$406K 0.1%
26,587
+8,261
112
$398K 0.1%
8,190
+450
113
$398K 0.1%
4,756
-453
114
$395K 0.1%
3,897
+273
115
$392K 0.1%
3,228
+144
116
$392K 0.1%
4,792
+1,724
117
$387K 0.1%
2,298
118
$384K 0.1%
3,028
+239
119
$384K 0.1%
9,797
-2,610
120
$384K 0.1%
7,351
+343
121
$378K 0.09%
+4,606
122
$372K 0.09%
1,654
-97
123
$370K 0.09%
5,600
+531
124
$368K 0.09%
6,995
+991
125
$367K 0.09%
7,753
+14
3 4
5
6 7