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
151
$641K 0.11%
12,830
-420
152
$641K 0.11%
33,523
+1,075
153
$636K 0.11%
5,173
-7
154
$634K 0.11%
2,486
-7
155
$622K 0.11%
3,896
+89
156
$617K 0.11%
5,207
+47
157
$615K 0.11%
2,654
+188
158
$612K 0.11%
11,252
-26
159
$612K 0.11%
4,800
160
$609K 0.11%
4,465
+7
161
$605K 0.11%
9,174
+5,404
162
$601K 0.11%
1,330
+10
163
$595K 0.11%
6,752
+2,118
164
$593K 0.11%
19,442
+3,138
165
$588K 0.1%
988
-9
166
$584K 0.1%
2,593
-6
167
$582K 0.1%
5,806
+238
168
$562K 0.1%
5,498
+2,672
169
$543K 0.1%
7,148
-58
170
$539K 0.1%
9,121
+6,093
171
$533K 0.09%
42,500
-1,352
172
$532K 0.09%
1,193
+60
173
$521K 0.09%
423,927
174
$512K 0.09%
7,275
-45
175
$498K 0.09%
4,670
-20
5 6
7
8 9