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
126
$398K 0.09%
3,983
+158
127
$390K 0.09%
3,624
-218
128
$389K 0.09%
7,002
+228
129
$387K 0.09%
18,326
-1,099
130
$386K 0.09%
2,789
+135
131
$385K 0.09%
1,619
+137
132
$385K 0.09%
1,814
-410
133
$385K 0.09%
+7,008
134
$381K 0.09%
25,498
-1,590
135
$376K 0.08%
2,317
-1,000
136
$373K 0.08%
3,382
+96
137
$372K 0.08%
1,739
+205
138
$371K 0.08%
3,311
-357
139
$367K 0.08%
9,800
+900
140
$367K 0.08%
18,378
141
$358K 0.08%
32,000
142
$358K 0.08%
3,133
-161
143
$357K 0.08%
+3,342
144
$357K 0.08%
7,371
+674
145
$356K 0.08%
2,562
+961
146
$355K 0.08%
3,778
+35
147
$354K 0.08%
+28,002
148
$354K 0.08%
1,964
-370
149
$353K 0.08%
4,835
+372
150
$349K 0.08%
+15,000
4 5
6
7 8