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
126
$25K 0.03%
200
127
$24K 0.03%
500
+300
128
$24K 0.03%
90
129
$24K 0.03%
350
130
$24K 0.03%
2,500
131
$23K 0.03%
800
132
$22K 0.03%
8,000
+2,000
133
$22K 0.03%
413
+200
134
$20K 0.03%
293
135
$20K 0.03%
227
136
$20K 0.03%
420
137
$19K 0.02%
576
138
$18K 0.02%
+270
139
$18K 0.02%
500
140
$17K 0.02%
+645
141
$17K 0.02%
+525
142
$17K 0.02%
230
143
$16K 0.02%
500
144
$15K 0.02%
250
145
$15K 0.02%
304
146
$15K 0.02%
400
147
$15K 0.02%
124
148
$14K 0.02%
133
149
$14K 0.02%
130
150
$14K 0.02%
1,000
4 5
6
7 8