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
$418M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$8.26M
3
+$7.35M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$3.92M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$3.84M

Top Sells

1
+$9.36M
2
+$6.39M
3
+$2.12M
4
IGRO icon
iShares International Dividend Growth ETF
IGRO
+$905K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$851K

Sector Composition

1 Technology 6.28%
2 Financials 5.55%
3 Healthcare 3.96%
4 Consumer Staples 3.91%
5 Industrials 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$329K 0.08%
1,536
-375
152
$318K 0.08%
5,123
+783
153
$317K 0.08%
7,893
+1,653
154
$313K 0.07%
2,317
155
$312K 0.07%
1,123
+241
156
$312K 0.07%
3,760
-418
157
$309K 0.07%
5,626
+26
158
$305K 0.07%
648
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159
$304K 0.07%
1,669
-111
160
$300K 0.07%
6,906
+272
161
$299K 0.07%
25,237
-1,350
162
$291K 0.07%
3,416
-394
163
$287K 0.07%
9,596
-1,072
164
$285K 0.07%
3,538
+50
165
$283K 0.07%
3,978
+180
166
$279K 0.07%
405
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167
$276K 0.07%
5,880
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168
$274K 0.07%
4,991
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169
$272K 0.07%
654
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170
$267K 0.06%
1,509
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171
$267K 0.06%
10,236
-154
172
$266K 0.06%
2,041
-289
173
$265K 0.06%
3,236
-640
174
$263K 0.06%
1,442
+31
175
$263K 0.06%
2,661
+120
5 6
7
8 9