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
201
$242K 0.05%
2,237
202
$241K 0.05%
4,510
+985
203
$240K 0.05%
+4,118
204
$236K 0.05%
4,922
+467
205
$234K 0.05%
+2,155
206
$231K 0.05%
1,702
-190
207
$230K 0.05%
1,391
+79
208
$229K 0.05%
3,650
-40
209
$228K 0.05%
755
-88
210
$228K 0.05%
3,432
-24
211
$227K 0.05%
+1,905
212
$227K 0.05%
688
-48
213
$227K 0.05%
+1,292
214
$226K 0.05%
1,639
-97
215
$225K 0.05%
+2,812
216
$224K 0.05%
7,292
+435
217
$224K 0.05%
466
-85
218
$223K 0.05%
10,880
-4,790
219
$223K 0.05%
+2,811
220
$220K 0.05%
1,194
+171
221
$219K 0.05%
985
+11
222
$218K 0.05%
3,424
-689
223
$218K 0.05%
982
+52
224
$217K 0.05%
+15,196
225
$214K 0.05%
+479
7 8
9
10 11