LA

Legacy Advisors Portfolio holdings

AUM $931M
1-Year Est. Return 17.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.91%
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 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
ACN icon
251
Accenture
ACN
$110B
$239K 0.03%
+891
CMI icon
252
Cummins
CMI
$91.4B
$238K 0.03%
+466
GSEU icon
253
Goldman Sachs ActiveBeta Europe Equity ETF
GSEU
$124M
$238K 0.03%
5,155
-55
IUSV icon
254
iShares Core S&P US Value ETF
IUSV
$25.2B
$237K 0.03%
+2,311
IWS icon
255
iShares Russell Mid-Cap Value ETF
IWS
$14.9B
$237K 0.03%
1,680
SO icon
256
Southern Company
SO
$105B
$234K 0.03%
+2,685
CEG icon
257
Constellation Energy
CEG
$114B
$233K 0.03%
659
-125
VLUE icon
258
iShares MSCI USA Value Factor ETF
VLUE
$11.6B
$230K 0.02%
1,680
+57
DY icon
259
Dycom Industries
DY
$12.3B
$229K 0.02%
+679
VEU icon
260
Vanguard FTSE All-World ex-US ETF
VEU
$63.5B
$229K 0.02%
+3,116
IUSG icon
261
iShares Core S&P US Growth ETF
IUSG
$29.9B
$225K 0.02%
+1,340
GIB icon
262
CGI
GIB
$15.6B
$225K 0.02%
+2,433
AGX icon
263
Argan
AGX
$9.12B
$224K 0.02%
+716
CFG icon
264
Citizens Financial Group
CFG
$27.2B
$222K 0.02%
3,800
INTU icon
265
Intuit
INTU
$109B
$217K 0.02%
327
-108
ZTS icon
266
Zoetis
ZTS
$49.1B
$214K 0.02%
+1,702
PH icon
267
Parker-Hannifin
PH
$123B
$213K 0.02%
+242
CCJ icon
268
Cameco
CCJ
$53.2B
$211K 0.02%
+2,307
DUK icon
269
Duke Energy
DUK
$99B
$210K 0.02%
+1,792
BLK icon
270
Blackrock
BLK
$162B
$209K 0.02%
+195
MSCI icon
271
MSCI
MSCI
$43.1B
$208K 0.02%
+363
VOOG icon
272
Vanguard S&P 500 Growth ETF
VOOG
$3.97B
$206K 0.02%
464
-240
IXC icon
273
iShares Global Energy ETF
IXC
$2.77B
$206K 0.02%
4,915
MNST icon
274
Monster Beverage
MNST
$76.5B
$202K 0.02%
+2,630
VGLT icon
275
Vanguard Long-Term Treasury ETF
VGLT
$9.99B
$201K 0.02%
3,610
-4