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
$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
176
$493K 0.09%
598
-12
177
$491K 0.09%
1,903
+148
178
$484K 0.09%
8,486
+1,248
179
$481K 0.09%
611
-37
180
$479K 0.09%
28,190
+500
181
$477K 0.08%
20,744
-113
182
$473K 0.08%
1,531
183
$472K 0.08%
1,428
+200
184
$468K 0.08%
2,222
+49
185
$463K 0.08%
1,238
-180
186
$458K 0.08%
3,460
+76
187
$455K 0.08%
40,137
-146
188
$452K 0.08%
3,937
+26
189
$447K 0.08%
11,690
-5,259
190
$444K 0.08%
7,644
+310
191
$440K 0.08%
1,429
+5
192
$438K 0.08%
+11,589
193
$437K 0.08%
5,575
+145
194
$435K 0.08%
3,869
-369
195
$432K 0.08%
109
+1
196
$427K 0.08%
32,390
+80
197
$425K 0.08%
2,251
-16
198
$424K 0.08%
15,300
+2,866
199
$423K 0.08%
836
-8
200
$421K 0.07%
+16,612
6 7
8
9 10