Legacy Financial Advisors, Inc.
CIK:0001730810
Investment Adviser
$286M AUM
339 holdings
Bloomington, MN, USA
Legacy Financial Advisors, Inc. provides investment advisory services, focusing on helping clients achieve financial independence through various investment strategies
Investment Strategy
Utilizes numerous investment strategies
Top Buys
N
NVDANVIDIA CORP+$6.5M
M
MSFTMICROSOFT+$4.7M
D
DGRWWISDOMTREE US QUALITY DIVIDEND GROWTH FUND+$4.5M
D
DIVIFRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND+$3.2M
Q
QGRWWISDOMTREE U.S. QUALITY GROWTH FUND+$3.0M
Top Sells
A
AAPLAPPLE INC-$2.6M
U
UNHUNITEDHEALTH GROUP-$2.0M
P
PGPROCTER AND GAMBLE CO COM-$1.6M
N
NVSNOVARTIS AG ADR-$1.5M
T
TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD-$1.4M
Top Holdings
D
DGRWWISDOMTREE US QUALITY DIVIDEND GROWTH FUND+10.7%$68.7M
D
DIVIFRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND+4.9%$31.3M
I
ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF+4.2%$26.8M
X
XCWISDOMTREE TRUE EMERGING MARKETS FUND+3.4%$22.0M
W
WTVWISDOMTREE US VALUE FUND OF BENEF INTEREST+3.0%$19.2M
Equity Positions (336)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | 10.73% | $68.7M | 820,492 | $68.10 | $83.74 | +$4.5M |
D DIVI | FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND | 4.88% | $31.3M | 877,208 | $32.83 | $35.64 | +$3.2M |
I ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 4.19% | $26.8M | 198,558 | $76.06 | $135.04 | +$2.0M |
X XC | WISDOMTREE TRUE EMERGING MARKETS FUND | 3.43% | $22.0M | 638,635 | $28.21 | $34.42 | +$2.9M |
W WTV | WISDOMTREE US VALUE FUND OF BENEF INTEREST | 3.00% | $19.2M | 222,048 | $75.39 | $86.40 | +$1.3M |
Industry Allocation
SERVICES-PREPACKAGED SOFTWARE
+5.4%
SEMICONDUCTORS & RELATED DEVICES
+4.3%
NATIONAL COMMERCIAL BANKS
+4.0%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+3.9%
ELECTRONIC COMPUTERS
+2.5%