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
151
$14K 0.02%
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152
$14K 0.02%
667
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$13K 0.02%
451
-8
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$12K 0.02%
100
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$12K 0.02%
308
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$12K 0.02%
150
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$12K 0.02%
862
158
$12K 0.02%
+525
159
$12K 0.02%
100
160
$12K 0.02%
74
161
$11K 0.01%
288
162
$11K 0.01%
350
163
$11K 0.01%
138
164
$10K 0.01%
147
165
$10K 0.01%
100
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$10K 0.01%
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$9K 0.01%
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$8K 0.01%
1,500
169
$8K 0.01%
202
170
$8K 0.01%
+150
171
$7K 0.01%
+125
172
$7K 0.01%
+500
173
$6K 0.01%
117
174
$6K 0.01%
97
175
$6K 0.01%
100
5 6
7
8 9