Holdings of LEGACY FINANCIAL INDEPENDENT ADVISORS LLC
101 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 36.4 % of the equity sleeve
Sector breakdown
- Utilities 21.1 %
- Technology 14.0 %
- Industrials 8.0 %
- Financials 6.5 %
- Health care 5.7 %
- Real estate 4.6 %
- Communication 4.2 %
- Consumer discretionary 4.0 %
- Consumer staples 2.5 %
- Energy 1.2 %
- Funds 0.3 %
- Unattributed 28.2 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 99.7 %
- NL 0.3 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 100 | 173.3M $ | 99.71 % |
| 2 | NL | 1 | 503.2K $ | 0.29 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 101 | Invesco Preferred ETF | 16,421 | 178.7K $ |