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
101
$923K 0.16%
+25,673
102
$919K 0.16%
4,486
-404
103
$912K 0.16%
8,972
-311
104
$907K 0.16%
16,502
+843
105
$904K 0.16%
15,227
+1,049
106
$891K 0.16%
3,602
+199
107
$879K 0.16%
1,976
+101
108
$878K 0.16%
7,614
-8
109
$874K 0.16%
+32,489
110
$864K 0.15%
7,844
+328
111
$859K 0.15%
2,734
-16
112
$848K 0.15%
5,747
+5
113
$828K 0.15%
3,471
+43
114
$817K 0.15%
10,497
+2,587
115
$816K 0.15%
+8,411
116
$795K 0.14%
3,482
+48
117
$784K 0.14%
43,729
-1,468
118
$781K 0.14%
1,779
+56
119
$776K 0.14%
6,789
+35
120
$775K 0.14%
2,472
+86
121
$766K 0.14%
13,096
-35,657
122
$753K 0.13%
7,501
+606
123
$737K 0.13%
4,009
+48
124
$729K 0.13%
6,843
+16
125
$727K 0.13%
9,323
+601
3 4
5
6 7