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
76
$80K 0.1%
2,311
77
$80K 0.1%
1,083
+5
78
$80K 0.1%
1,319
79
$79K 0.1%
1,518
80
$74K 0.09%
3,375
81
$70K 0.09%
+24,523
82
$67K 0.09%
745
83
$67K 0.09%
542
84
$66K 0.08%
1,200
85
$64K 0.08%
3,000
86
$64K 0.08%
2,000
87
$64K 0.08%
15,000
88
$62K 0.08%
+385
89
$62K 0.08%
3,307
90
$60K 0.08%
2,515
91
$60K 0.08%
3,000
92
$58K 0.07%
1,338
93
$58K 0.07%
763
94
$57K 0.07%
758
95
$57K 0.07%
1,060
96
$56K 0.07%
10,000
97
$56K 0.07%
6,000
-10,483
98
$56K 0.07%
3,500
+1,500
99
$51K 0.07%
6,528
100
$50K 0.06%
285
2 3
4
5 6