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
151
$337K 0.08%
3,327
+533
152
$336K 0.08%
5,069
+894
153
$332K 0.07%
7,210
+1,277
154
$331K 0.07%
2,864
+1,238
155
$322K 0.07%
+4,676
156
$321K 0.07%
+1,117
157
$320K 0.07%
3,068
-1,514
158
$318K 0.07%
3,515
-228
159
$315K 0.07%
1,951
+282
160
$313K 0.07%
4,266
-275
161
$307K 0.07%
1,447
+220
162
$303K 0.07%
6,004
-83
163
$294K 0.07%
+14,696
164
$291K 0.07%
+20,353
165
$289K 0.07%
1,346
-55
166
$289K 0.07%
+19,552
167
$289K 0.07%
414
+74
168
$289K 0.07%
3,181
-966
169
$286K 0.06%
1,143
+94
170
$286K 0.06%
3,286
-195
171
$286K 0.06%
1,001
+123
172
$285K 0.06%
5,015
-121
173
$284K 0.06%
3,317
+111
174
$283K 0.06%
2,744
175
$280K 0.06%
10,383
-12
5 6
7
8 9