LA

Legacy Advisors Portfolio holdings

AUM $6.33M
1-Year Est. Return 22.3%
This Quarter Est. Return
1 Year Est. Return
+22.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$78.4M
AUM Growth
+$4.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.06M
3
+$500K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$489K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$467K

Top Sells

1
+$2.78M
2
+$499K
3
+$97.8K
4
NLY icon
Annaly Capital Management
NLY
+$78K
5
RGA icon
Reinsurance Group of America
RGA
+$75.9K

Sector Composition

1 Financials 19.95%
2 Utilities 8.94%
3 Consumer Discretionary 6.38%
4 Industrials 3.79%
5 Energy 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$510K 0.65%
3,946
+3,866
27
$481K 0.61%
2,437
-100
28
$481K 0.61%
3,500
29
$462K 0.59%
3,280
+1,219
30
$442K 0.56%
3,750
31
$442K 0.56%
5,901
-6,667
32
$361K 0.46%
+17,750
33
$337K 0.43%
2,201
34
$283K 0.36%
2,717
35
$277K 0.35%
7,108
36
$274K 0.35%
2,355
37
$253K 0.32%
1,190
38
$241K 0.31%
2,000
39
$231K 0.29%
1,813
40
$229K 0.29%
5,060
41
$225K 0.29%
4,860
42
$223K 0.28%
2,020
43
$202K 0.26%
4,610
44
$202K 0.26%
1,530
+105
45
$198K 0.25%
1,100
46
$191K 0.24%
7,590
47
$190K 0.24%
2,305
48
$190K 0.24%
8,000
+3,500
49
$180K 0.23%
3,354
50
$176K 0.22%
1,500
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