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
$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
1
$60.5M 10.77%
774,989
-29,785
2
$26.2M 4.66%
220,361
-3,232
3
$20.2M 3.6%
376,577
-20,736
4
$19M 3.39%
592,338
-2,031
5
$18.8M 3.35%
481,554
-17,828
6
$17.3M 3.08%
386,210
-74,120
7
$16M 2.85%
297,929
+16,706
8
$15.9M 2.84%
75,663
+1,929
9
$15.4M 2.74%
210,497
+21,057
10
$15.2M 2.71%
34,001
+685
11
$13.7M 2.44%
272,061
+16,796
12
$12.5M 2.23%
101,576
+4,276
13
$12.4M 2.21%
75,273
-58
14
$11.5M 2.05%
200,105
-4,243
15
$8.37M 1.49%
99,715
-43,393
16
$7.59M 1.35%
37,516
-2,198
17
$6.98M 1.24%
36,126
+1,743
18
$5.36M 0.95%
73,729
-626
19
$5.35M 0.95%
10,609
+403
20
$5M 0.89%
53,325
-2,603
21
$4.87M 0.87%
26,758
+863
22
$4.67M 0.83%
25,443
+702
23
$4.14M 0.74%
15,459
+1,123
24
$3.72M 0.66%
62,797
-1,481
25
$3.37M 0.6%
6,161
-6,000
1
2 3 4 5