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
$500M
AUM Growth
-$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$3.04M
3
+$1.59M
4
XC icon
WisdomTree True Emerging Markets Fund
XC
+$1.1M
5
DNL icon
WisdomTree Global ex-US Quality Dividend Growth Fund
DNL
+$779K

Top Sells

1
+$28.7M
2
+$12.6M
3
+$3.32M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.07M
5
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$946K

Sector Composition

1 Technology 9.74%
2 Financials 6.03%
3 Healthcare 4.65%
4 Consumer Staples 4.27%
5 Industrials 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$542K 0.11%
3,096
-164
127
$530K 0.11%
3,825
+133
128
$526K 0.11%
13,332
+622
129
$526K 0.11%
4,010
+78
130
$523K 0.1%
1,846
+103
131
$521K 0.1%
2,546
-25
132
$515K 0.1%
3,690
+42
133
$511K 0.1%
17,874
-119
134
$509K 0.1%
1,110
+10
135
$507K 0.1%
2,440
+254
136
$500K 0.1%
1,324
+206
137
$494K 0.1%
4,056
-196
138
$491K 0.1%
6,401
-89
139
$489K 0.1%
2,349
+428
140
$482K 0.1%
2,259
+114
141
$479K 0.1%
814
-22
142
$479K 0.1%
11,718
+2,478
143
$472K 0.09%
8,655
+2,834
144
$469K 0.09%
918
+207
145
$467K 0.09%
1,073
+600
146
$467K 0.09%
1,709
+244
147
$461K 0.09%
4,152
+393
148
$460K 0.09%
19,346
+1,462
149
$455K 0.09%
1,558
+2
150
$454K 0.09%
5,561
-92
4 5
6
7 8