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
151
$228K 0.06%
5,422
-4,504
152
$228K 0.06%
+2,251
153
$227K 0.06%
+3,796
154
$223K 0.06%
+5,983
155
$219K 0.06%
+1,875
156
$219K 0.06%
+1,418
157
$218K 0.06%
+576
158
$217K 0.05%
3,069
-265
159
$215K 0.05%
+439
160
$214K 0.05%
+3,547
161
$212K 0.05%
1,334
-18
162
$212K 0.05%
+517
163
$210K 0.05%
1,168
-309
164
$210K 0.05%
4,412
+414
165
$204K 0.05%
+3,263
166
$204K 0.05%
+2,357
167
$203K 0.05%
+8,273
168
$202K 0.05%
+2,150
169
$201K 0.05%
+1,215
170
$200K 0.05%
+4,784
171
$132K 0.03%
13,637
-641
172
$78K 0.02%
14,389
+1,740
173
$16K ﹤0.01%
180
174
– –
-2,045
175
– –
-2,273
4 5 6
7
8