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
101
$50K 0.06%
3,000
+1,500
102
$46K 0.06%
785
+89
103
$45K 0.06%
1,000
104
$44K 0.06%
1,660
105
$44K 0.06%
2,000
106
$43K 0.05%
517
107
$39K 0.05%
500
108
$38K 0.05%
1,000
109
$38K 0.05%
446
110
$38K 0.05%
700
111
$37K 0.05%
345
112
$35K 0.04%
1,395
113
$35K 0.04%
600
114
$32K 0.04%
185
115
$32K 0.04%
1,162
-30
116
$32K 0.04%
1,000
117
$31K 0.04%
420
118
$30K 0.04%
500
119
$30K 0.04%
1,000
120
$30K 0.04%
5,000
-10,000
121
$30K 0.04%
1,000
+500
122
$30K 0.04%
8,000
+5,000
123
$29K 0.04%
325
124
$29K 0.04%
400
125
$28K 0.04%
748
3 4
5
6 7