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
126
$359K 0.09%
2,330
+366
127
$355K 0.09%
29,513
-2,191
128
$353K 0.09%
+2,212
129
$353K 0.09%
3,810
+1,962
130
$353K 0.09%
3,876
+483
131
$353K 0.09%
1,726
+107
132
$351K 0.09%
4,600
+1,419
133
$350K 0.09%
1,780
+41
134
$349K 0.09%
1,999
-299
135
$335K 0.08%
+9,386
136
$332K 0.08%
2,317
137
$328K 0.08%
3,652
-331
138
$326K 0.08%
+7,113
139
$325K 0.08%
1,154
+170
140
$320K 0.08%
2,189
+798
141
$320K 0.08%
9,037
+14
142
$319K 0.08%
1,327
+184
143
$319K 0.08%
32,000
144
$314K 0.08%
4,941
+227
145
$313K 0.08%
3,492
+181
146
$313K 0.08%
4,122
-544
147
$308K 0.08%
3,488
+202
148
$307K 0.08%
796
+330
149
$307K 0.08%
+6,634
150
$305K 0.08%
4,565
+299
4 5
6
7 8