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
126
$279K 0.07%
1,456
+119
127
$277K 0.07%
2,398
-1,055
128
$277K 0.07%
1,974
-447
129
$277K 0.07%
1,146
-310
130
$273K 0.07%
2,655
-419
131
$273K 0.07%
+2,744
132
$273K 0.07%
+3,064
133
$272K 0.07%
2,063
+343
134
$268K 0.07%
5,610
+310
135
$268K 0.07%
2,017
136
$267K 0.07%
305
+17
137
$267K 0.07%
675
-57
138
$267K 0.07%
6,962
+1,142
139
$267K 0.07%
4,222
+602
140
$267K 0.07%
5,901
+289
141
$260K 0.07%
10,985
+55
142
$257K 0.07%
2,605
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143
$257K 0.07%
1,544
-171
144
$256K 0.06%
3,824
-842
145
$256K 0.06%
6,382
-1,021
146
$251K 0.06%
8,100
-50
147
$249K 0.06%
3,494
+625
148
$241K 0.06%
10,000
149
$238K 0.06%
+4,064
150
$237K 0.06%
2,527
+348
4 5
6
7 8