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
201
$419K 0.07%
13,525
+5
202
$413K 0.07%
1,379
+67
203
$412K 0.07%
2,739
204
$406K 0.07%
4,203
-397
205
$405K 0.07%
23,626
+812
206
$405K 0.07%
3,803
+508
207
$403K 0.07%
3,204
+294
208
$402K 0.07%
3,772
-11,533
209
$400K 0.07%
5,155
+138
210
$396K 0.07%
3,174
+402
211
$395K 0.07%
15,258
-978
212
$395K 0.07%
9,518
+4,189
213
$392K 0.07%
1,193
+3
214
$391K 0.07%
1,619
+19
215
$390K 0.07%
5,628
-13,682
216
$385K 0.07%
+31,861
217
$382K 0.07%
2,171
+73
218
$382K 0.07%
4,716
219
$379K 0.07%
2,502
+26
220
$374K 0.07%
2,461
+104
221
$370K 0.07%
1,836
+45
222
$365K 0.07%
5,574
-1,042
223
$365K 0.06%
1,709
+27
224
$363K 0.06%
4,812
+698
225
$362K 0.06%
5,991
+14
7 8
9
10 11