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
126
$727K 0.13%
1,106
+24
127
$721K 0.13%
1,325
-1,290
128
$719K 0.13%
7,094
+343
129
$719K 0.13%
6,916
+247
130
$718K 0.13%
4,139
-62
131
$715K 0.13%
10,104
+344
132
$713K 0.13%
16,388
+818
133
$708K 0.13%
8,921
-1,759
134
$704K 0.13%
7,189
+34
135
$702K 0.13%
1,296
-230
136
$692K 0.12%
31,503
137
$686K 0.12%
4,132
+38
138
$684K 0.12%
18,950
-76
139
$684K 0.12%
3,790
+40
140
$683K 0.12%
2,772
-17
141
$680K 0.12%
7,001
+1,107
142
$680K 0.12%
10,288
+1,324
143
$678K 0.12%
12,842
+222
144
$664K 0.12%
3,108
+108
145
$661K 0.12%
1,983
-12
146
$653K 0.12%
10,200
+607
147
$652K 0.12%
2,957
+85
148
$648K 0.12%
824
+45
149
$646K 0.12%
2,585
+127
150
$643K 0.11%
4,697
+72
4 5
6
7 8