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
176
$276K 0.06%
610
-126
177
$275K 0.06%
860
+44
178
$274K 0.06%
+1,463
179
$274K 0.06%
+2,558
180
$274K 0.06%
+10,370
181
$272K 0.06%
834
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182
$272K 0.06%
+2,710
183
$271K 0.06%
2,476
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184
$267K 0.06%
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+406
185
$266K 0.06%
4,789
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186
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347
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187
$264K 0.06%
5,775
+1,500
188
$261K 0.06%
+6,097
189
$261K 0.06%
2,376
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190
$258K 0.06%
10,000
191
$258K 0.06%
629
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192
$257K 0.06%
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193
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194
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195
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520
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196
$253K 0.06%
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197
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4,838
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198
$252K 0.06%
453
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199
$249K 0.06%
3,314
+268
200
$246K 0.06%
1,848
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