Instuitional Investor - Legacy Financial Advisors, Inc.
Fund Profile
Filing Period:
Fund Name: | Legacy Financial Advisors, Inc. |
Portfolio Value | $520,640,345 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Wisdomtree Us Quality Dividend Growth Fund | 719,616 | $50,574,621 | 9.71% | |
2. | Ishares Tr Msci Usa Minimum Volatility Index Fd | 583,769 | $45,551,482 | 8.74% | |
3. | IEF | 234,369 | $24,662,651 | 4.73% | |
4. | Wisdomtree Trust | 366,592 | $19,249,733 | 3.69% | |
5. | Wisdomtree U.s. Quality Growth Fund | 509,040 | $18,620,637 | 3.57% |