We are live on ! Find out more
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
$848M
AUM Growth
-$82.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$5.28M
3
+$4.28M
4
GQGU
GQG US Equity ETF
GQGU
+$3.2M
5
QLTY icon
GMO US Quality ETF
QLTY
+$1.38M

Top Sells

1
+$77.6M
2
+$23.5M
3
+$9.74M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.89M
5
AAPL icon
Apple
AAPL
+$1.2M

Sector Composition

1 Technology 12.47%
2 Industrials 6.61%
3 Communication Services 6.09%
4 Financials 5.08%
5 Consumer Discretionary 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GSLC icon
51
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.2B
$2.26M 0.27%
18,077
+97
VUG icon
52
Vanguard Growth ETF
VUG
$221B
$2.24M 0.26%
30,720
+10,830
COST icon
53
Costco
COST
$430B
$2.13M 0.25%
2,136
-90
HCA icon
54
HCA Healthcare
HCA
$83.2B
$1.96M 0.23%
4,150
-21
ET icon
55
Energy Transfer Partners
ET
$65.6B
$1.96M 0.23%
101,747
-7,165
VV icon
56
Vanguard Large-Cap ETF
VV
$51.7B
$1.94M 0.23%
6,503
ABT icon
57
Abbott
ABT
$159B
$1.92M 0.23%
18,718
-810
PNC icon
58
PNC Financial Services
PNC
$93.2B
$1.9M 0.22%
9,108
-23
PEP icon
59
PepsiCo
PEP
$195B
$1.77M 0.21%
11,397
-26
IVW icon
60
iShares S&P 500 Growth ETF
IVW
$73B
$1.76M 0.21%
15,552
IWM icon
61
iShares Russell 2000 ETF
IWM
$78.7B
$1.75M 0.21%
7,066
-504
APH icon
62
Amphenol
APH
$190B
$1.73M 0.2%
13,685
+100
BAC icon
63
Bank of America
BAC
$386B
$1.69M 0.2%
34,730
-615
LLY icon
64
Eli Lilly
LLY
$1.02T
$1.63M 0.19%
1,774
-394
V icon
65
Visa
V
$618B
$1.61M 0.19%
5,331
-602
VTV icon
66
Vanguard Value ETF
VTV
$181B
$1.57M 0.18%
7,979
+1,105
IWD icon
67
iShares Russell 1000 Value ETF
IWD
$75.4B
$1.55M 0.18%
7,257
ITOT icon
68
iShares Core S&P Total US Stock Market ETF
ITOT
$91.5B
$1.55M 0.18%
10,867
AMGN icon
69
Amgen
AMGN
$186B
$1.55M 0.18%
4,395
-63
EFA icon
70
iShares MSCI EAFE ETF
EFA
$75.9B
$1.51M 0.18%
15,500
ISRG icon
71
Intuitive Surgical
ISRG
$151B
$1.49M 0.18%
3,237
-1
CVX icon
72
Chevron
CVX
$372B
$1.48M 0.17%
7,162
-546
NFLX icon
73
Netflix
NFLX
$343B
$1.48M 0.17%
15,360
-141
ACWX icon
74
iShares MSCI ACWI ex US ETF
ACWX
$11.3B
$1.47M 0.17%
21,431
-794
EFX icon
75
Equifax
EFX
$20B
$1.45M 0.17%
8,041
+110
1 2
3
4 5