MLA

My Legacy Advisors Portfolio holdings

AUM $281M
1-Year Est. Return 14.83%
This Quarter Est. Return
1 Year Est. Return
+14.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$313M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$3.65M
2
+$2.18M
3
+$1.62M
4
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$1.36M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.28M

Top Sells

1
+$1.8M
2
+$1.15M
3
+$879K
4
IXC icon
iShares Global Energy ETF
IXC
+$821K
5
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$520K

Sector Composition

1 Technology 11.08%
2 Financials 7.18%
3 Consumer Discretionary 4.8%
4 Healthcare 4.42%
5 Consumer Staples 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.68M 0.86%
10,154
-283
27
$2.6M 0.83%
48,936
-21,755
28
$2.52M 0.81%
6,191
+33
29
$2.39M 0.76%
11,809
+583
30
$2.37M 0.76%
25,802
+2,714
31
$2.33M 0.75%
54,306
-12,095
32
$2.3M 0.74%
8,766
-1,145
33
$2.27M 0.73%
12,972
+160
34
$2.25M 0.72%
6,539
+98
35
$2.2M 0.7%
41,143
+23,968
36
$2.2M 0.7%
4,991
-511
37
$2.1M 0.67%
2,050
+5
38
$2.06M 0.66%
63,021
-3,646
39
$2M 0.64%
16,772
-3,940
40
$2M 0.64%
6,069
-417
41
$1.96M 0.63%
27,671
-2,827
42
$1.8M 0.58%
5,609
+176
43
$1.75M 0.56%
3,159
+135
44
$1.73M 0.55%
4,634
-209
45
$1.65M 0.53%
2,987
+72
46
$1.6M 0.51%
9,085
-2,135
47
$1.59M 0.51%
24,928
+184
48
$1.53M 0.49%
5,696
-59
49
$1.53M 0.49%
13,909
+229
50
$1.5M 0.48%
6,545
+3,265
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