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
$395M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$1.18M
3
+$1.1M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$800K
5
IGRO icon
iShares International Dividend Growth ETF
IGRO
+$798K

Top Sells

1
+$15.4M
2
+$2.69M
3
+$1.09M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$913K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$600K

Sector Composition

1 Financials 6.06%
2 Technology 5.95%
3 Consumer Staples 3.83%
4 Industrials 2.82%
5 Healthcare 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$89.9M 22.77%
1,221,699
+14,915
2
$65.6M 16.62%
664,692
-155,602
3
$43.4M 10.99%
861,561
+9,659
4
$27.9M 7.05%
1,047,074
+709,342
5
$24.6M 6.23%
325,733
+10,594
6
$12M 3.03%
159,853
-35,871
7
$10.3M 2.6%
76,047
-1,770
8
$8.6M 2.18%
127,604
+11,845
9
$7.89M 2%
57,589
+3,650
10
$5.18M 1.31%
33,329
+1,122
11
$4.5M 1.14%
16,622
-195
12
$2.83M 0.72%
14,837
-2,789
13
$2.67M 0.68%
6,222
-169
14
$2.59M 0.66%
15,080
+860
15
$2.48M 0.63%
43,556
-479
16
$2.2M 0.56%
57,591
-6,011
17
$2.1M 0.53%
67,860
-226
18
$1.96M 0.5%
35,590
+21,463
19
$1.88M 0.48%
11,398
+29
20
$1.59M 0.4%
12,660
+1,560
21
$1.49M 0.38%
12,200
+2,060
22
$1.3M 0.33%
40,573
-983
23
$1.3M 0.33%
23,145
-432
24
$1.27M 0.32%
32,553
+5,527
25
$1.27M 0.32%
12,887
-159
1
2 3 4 5