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LA

Legacy Advisors Portfolio holdings

AUM $848M
1-Year Est. Return 21.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$931M
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$251M
2
+$17.4M
3
+$14.3M
4
QLTY icon
GMO US Quality ETF
QLTY
+$13.1M
5
CVLC icon
Calvert US Large-Cap Core Responsible Index ETF
CVLC
+$9.64M

Top Sells

1
+$2.12M
2
+$703K
3
+$644K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$577K
5
DIS icon
Walt Disney
DIS
+$376K

Sector Composition

1 Technology 13.84%
2 Industrials 11.68%
3 Communication Services 6.39%
4 Financials 5.09%
5 Consumer Discretionary 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SHOP icon
226
Shopify
SHOP
$152B
$286K 0.03%
1,776
+243
WDAY icon
227
Workday
WDAY
$30.7B
$284K 0.03%
1,322
+37
IXN icon
228
iShares Global Tech ETF
IXN
$9B
$284K 0.03%
2,700
TXN icon
229
Texas Instruments
TXN
$260B
$279K 0.03%
1,609
+445
KMB icon
230
Kimberly-Clark
KMB
$36.3B
$278K 0.03%
2,724
-621
IWO icon
231
iShares Russell 2000 Growth ETF
IWO
$15.1B
$277K 0.03%
857
+130
IYH icon
232
iShares US Healthcare ETF
IYH
$3.3B
$277K 0.03%
+4,250
VT icon
233
Vanguard Total World Stock ETF
VT
$74B
$276K 0.03%
+1,960
AIG icon
234
American International
AIG
$40.1B
$274K 0.03%
3,200
+434
IWV icon
235
iShares Russell 3000 ETF
IWV
$19B
$272K 0.03%
703
VFH icon
236
Vanguard Financials ETF
VFH
$12.8B
$272K 0.03%
2,038
+33
DVY icon
237
iShares Select Dividend ETF
DVY
$23.2B
$272K 0.03%
1,924
MO icon
238
Altria Group
MO
$123B
$265K 0.03%
+4,508
VBR icon
239
Vanguard Small-Cap Value ETF
VBR
$36.8B
$262K 0.03%
1,235
+150
KO icon
240
Coca-Cola
KO
$356B
$258K 0.03%
3,686
-1,470
CAH icon
241
Cardinal Health
CAH
$55.7B
$257K 0.03%
1,251
-146
GEM icon
242
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.69B
$253K 0.03%
5,935
-70
BNY
243
DELISTED
BlackRock New York Municipal Income Trust
BNY
$252K 0.03%
+24,900
GTIP icon
244
Goldman Sachs Access Inflation Protected USD Bond ETF
GTIP
$294M
$251K 0.03%
5,091
+88
T icon
245
AT&T
T
$158B
$249K 0.03%
+10,035
IEMG icon
246
iShares Core MSCI Emerging Markets ETF
IEMG
$157B
$243K 0.03%
+3,613
FFIC
247
DELISTED
Flushing Financial
FFIC
$243K 0.03%
16,000
VNQ icon
248
Vanguard Real Estate ETF
VNQ
$38.2B
$241K 0.03%
2,729
+83
BKU icon
249
Bankunited
BKU
$3.58B
$241K 0.03%
5,400
TMUS icon
250
T-Mobile US
TMUS
$198B
$239K 0.03%
1,178
+335
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