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
51
$174K 0.22%
2,075
52
$174K 0.22%
2,000
53
$166K 0.21%
14,870
+4,280
54
$165K 0.21%
5,816
55
$164K 0.21%
5,173
+1,589
56
$152K 0.19%
1,575
57
$146K 0.19%
2,225
58
$139K 0.18%
3,091
59
$137K 0.17%
1,292
-100
60
$136K 0.17%
1,097
+200
61
$134K 0.17%
3,060
62
$132K 0.17%
1,000
63
$132K 0.17%
2,965
+450
64
$131K 0.17%
2,672
65
$129K 0.16%
1,200
66
$128K 0.16%
+7,865
67
$124K 0.16%
2,551
68
$115K 0.15%
4,747
+304
69
$115K 0.15%
1,000
70
$115K 0.15%
1,098
71
$106K 0.14%
1,165
72
$100K 0.13%
1,000
73
$92K 0.12%
1,186
74
$89K 0.11%
+14,567
75
$88K 0.11%
1,000
1 2
3
4 5