LA

Legacy Advisors Portfolio holdings

AUM $810M
1-Year Est. Return 22.88%
This Quarter Est. Return
1 Year Est. Return
+22.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$810M
AUM Growth
+$803M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1 +$111M
2 +$57.7M
3 +$32.1M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$23.8M
5
AAPL icon
Apple
AAPL
+$23.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.87%
2 Industrials 11.95%
3 Communication Services 7.18%
4 Financials 5.29%
5 Consumer Discretionary 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
RTX icon
176
RTX Corp
RTX
$238B
$396K 0.05%
+2,369
PEG icon
177
Public Service Enterprise Group
PEG
$39.4B
$395K 0.05%
+4,737
ICLR icon
178
Icon
ICLR
$14.5B
$385K 0.05%
+2,200
GSIE icon
179
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.83B
$384K 0.05%
+9,285
DDOG icon
180
Datadog
DDOG
$52.6B
$370K 0.05%
+2,600
GIGB icon
181
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
$731M
$364K 0.05%
+7,806
QGRW icon
182
WisdomTree US Quality Growth Fund
QGRW
$2.08B
$357K 0.04%
+6,225
CRWD icon
183
CrowdStrike
CRWD
$130B
$350K 0.04%
+713
MCO icon
184
Moody's
MCO
$86.6B
$348K 0.04%
+730
RSP icon
185
Invesco S&P 500 Equal Weight ETF
RSP
$75.6B
$348K 0.04%
+1,832
MS icon
186
Morgan Stanley
MS
$287B
$347K 0.04%
+2,184
SCHX icon
187
Schwab US Large- Cap ETF
SCHX
$62.8B
$346K 0.04%
+13,135
KO icon
188
Coca-Cola
KO
$297B
$345K 0.04%
+5,156
UNH icon
189
UnitedHealth
UNH
$305B
$343K 0.04%
+992
AMD icon
190
Advanced Micro Devices
AMD
$360B
$341K 0.04%
+2,108
CPRT icon
191
Copart
CPRT
$37.5B
$339K 0.04%
+7,547
CSCO icon
192
Cisco
CSCO
$313B
$333K 0.04%
+4,872
KKR icon
193
KKR & Co
KKR
$127B
$330K 0.04%
+2,543
IYM icon
194
iShares US Basic Materials ETF
IYM
$588M
$322K 0.04%
+2,172
PANW icon
195
Palo Alto Networks
PANW
$133B
$320K 0.04%
+1,572
BMY icon
196
Bristol-Myers Squibb
BMY
$104B
$317K 0.04%
+7,027
VRSK icon
197
Verisk Analytics
VRSK
$30.1B
$314K 0.04%
+1,247
WDAY icon
198
Workday
WDAY
$58.9B
$309K 0.04%
+1,285
VOOG icon
199
Vanguard S&P 500 Growth ETF
VOOG
$21.4B
$307K 0.04%
+704
PPL icon
200
PPL Corp
PPL
$24.8B
$305K 0.04%
+8,141