Legacy Financial Advisors, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
LF Legacy Financial Advisors, Inc. | Institutional Filer | ▼ 1.08% | $715.1M | 404 |
Current Portfolio Holdings
Showing all 404 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | — | 722K | $63.5M | 8.87% |
| 2 | DIVI | FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND | — | 853K | $33.9M | 4.75% |
| 3 | ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | — | 169K | $24.1M | 3.37% |
| 4 | AAPL | Apple Inc. | Technology | 85K | $21.5M | 3.00% |
| 5 | NVDA | NVIDIA Corporation | Technology | 123K | $21.4M | 2.99% |
| 6 | WTV | WISDOMTREE US VALUE FUND OF BENEF INTEREST | — | 226K | $21.4M | 2.99% |
| 7 | PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | — | 814K | $21.3M | 2.98% |
| 8 | FRDM | FREEDOM 100 EMERGING MARKETS ETF | — | 387K | $21.1M | 2.96% |
| 9 | QGRW | WISDOMTREE U.S. QUALITY GROWTH FUND | — | 333K | $17.8M | 2.49% |
| 10 | MSFT | Microsoft Corporation | Technology | 35K | $13.0M | 1.82% |
| 11 | PG | The Procter & Gamble Company | Consumer Defensive | 87K | $12.5M | 1.75% |
| 12 | GQI | NATIXIS GATEWAY QUALITY INCOME ETF | — | 210K | $11.5M | 1.61% |
| 13 | JMUB | JPMORGAN MUNICIPAL ETF | — | 226K | $11.3M | 1.58% |
| 14 | VFLO | VICTORYSHARES FREE CASH FLOW ETF | — | 263K | $10.4M | 1.45% |
| 15 | DGRO | ISHARES CORE DIVIDEND GROWTH ETF | — | 146K | $10.2M | 1.43% |
Showing 1 to 15 of 404 holdings