
Legacy Financial Advisors, Inc.
CIK Number: 0001730810
604.87M
Market Value
342
# of Holdings
10 months
Avg. Holding Period
39.25%
Win Rate
22.29%
Peformance 3-Years
Main Sectors:
Top Industries:
Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
---|---|---|---|---|---|---|---|---|---|
1 | DGRW | WisdomTree U.S.... | 75.25 | +0.30% | 784.77K | -0.03% | 63.51M | 67.48 | 10.50% |
2 | ITOT | iShares Core S&... | 114.84 | +0.19% | 210.61K | -2.58% | 27.09M | 76.06 | 4.48% |
3 | DIVI | Franklin Intern... | 32.30 | +0.97% | 673.43K | +11.79% | 20.21M | 32.83 | 3.34% |
4 | AAPL | Apple Inc. | 196.91 | +1.36% | 80.18K | +1.43% | 20.08M | 102.74 | 3.32% |
5 | XC | WisdomTree Emer... | 29.45 | +1.40% | 618.93K | +1.30% | 19.03M | 28.16 | 3.15% |
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