LA
Legacy Advisors Portfolio holdings
AUM
$6.33M
1-Year Return
22.3%
This Quarter Return
+5.68%
1 Year Return
+22.3%
3 Year Return
+95.6%
5 Year Return
+147.33%
10 Year Return
–
AUM
$73.2M
AUM Growth
–
Cap. Flow
+$73.2M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
68.3%
Holding
210
New
210
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$24.6M |
| 2 |
Essential Utilities
WTRG
|
$5.69M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$5.32M |
| 4 |
Fulton Financial
FULT
|
$4.59M |
| 5 |
Equifax
EFX
|
$1.85M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 14.65% |
| 2 | Utilities | 8.41% |
| 3 | Industrials | 4.68% |
| 4 | Consumer Discretionary | 4.38% |
| 5 | Energy | 3.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Omnicom Group
OMC
$15.2B
| $45K | 0.06% |
+526
| New | +$45K |
|
102
Qualcomm
QCOM
$172B
| $45K | 0.06% |
+700
| New | +$45K |
|
103
Automatic Data Processing
ADP
$122B
| $43K | 0.06% |
+422
| New | +$43K |
|
104
Ford
F
$46.5B
| $43K | 0.06% |
+3,590
| New | +$43K |
|
105
O-I Glass
OI
$1.95B
| $43K | 0.06% |
+2,515
| New | +$43K |
|
106
Vanguard Intermediate-Term Bond ETF
BIV
$24.1B
| $42K | 0.06% |
+517
| New | +$42K |
|
107
UnitedHealth
UNH
$281B
| $41K | 0.06% |
+262
| New | +$41K |
|
108
State Street
STT
$32.4B
| $39K | 0.05% |
+501
| New | +$39K |
|
|
WFT
109
DELISTED
Weatherford International plc
WFT
| $39K | 0.05% |
+8,000
| New | +$39K |
|
110
Kraft Heinz
KHC
$31.9B
| $38K | 0.05% |
+446
| New | +$38K |
|
111
Amgen
AMGN
$151B
| $37K | 0.05% |
+257
| New | +$37K |
|
112
Alerian MLP ETF
AMLP
$10.6B
| $37K | 0.05% |
+593
| New | +$37K |
|
113
CVS Health
CVS
$93.5B
| $37K | 0.05% |
+469
| New | +$37K |
|
114
Marsh & McLennan
MMC
$101B
| $37K | 0.05% |
+559
| New | +$37K |
|
115
WSFS Financial
WSFS
$3.27B
| $37K | 0.05% |
+808
| New | +$37K |
|
116
Entergy
ETR
$39.4B
| $36K | 0.05% |
+1,000
| New | +$36K |
|
|
WPX
117
DELISTED
WPX Energy, Inc.
WPX
| $36K | 0.05% |
+2,500
| New | +$36K |
|
118
Aflac
AFL
$58.1B
| $35K | 0.05% |
+1,016
| New | +$35K |
|
119
CrossAmerica Partners
CAPL
$800M
| $35K | 0.05% |
+1,395
| New | +$35K |
|
120
Lowe's Companies
LOW
$148B
| $35K | 0.05% |
+495
| New | +$35K |
|
121
Lumen
LUMN
$5.1B
| $34K | 0.05% |
+1,448
| New | +$34K |
|
122
Dollar General
DG
$23.9B
| $34K | 0.05% |
+465
| New | +$34K |
|
123
Emerson Electric
EMR
$74.9B
| $33K | 0.05% |
+600
| New | +$33K |
|
124
Becton Dickinson
BDX
$54.8B
| $32K | 0.04% |
+203
| New | +$32K |
|
125
Caterpillar
CAT
$197B
| $31K | 0.04% |
+345
| New | +$31K |
|