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
51
$1.5M 0.48%
9,081
+145
52
$1.49M 0.48%
9,296
-1,170
53
$1.48M 0.47%
28,324
+6,298
54
$1.41M 0.45%
5,522
+92
55
$1.41M 0.45%
5,538
+303
56
$1.36M 0.44%
13,999
-498
57
$1.32M 0.42%
13,332
-664
58
$1.27M 0.41%
18,793
+444
59
$1.27M 0.41%
29,853
+271
60
$1.25M 0.4%
30,328
+746
61
$1.25M 0.4%
7,986
-119
62
$1.25M 0.4%
34,230
+425
63
$1.24M 0.4%
14,089
+209
64
$1.22M 0.39%
2,606
+282
65
$1.19M 0.38%
15,188
-5,608
66
$1.18M 0.38%
16,869
-243
67
$1.18M 0.38%
11,808
+280
68
$1.15M 0.37%
9,561
+2,322
69
$1.15M 0.37%
25,210
-547
70
$1.15M 0.37%
8,037
+510
71
$1.13M 0.36%
59,222
-1,637
72
$1.13M 0.36%
26,074
+285
73
$1.12M 0.36%
31,628
-7,336
74
$1.12M 0.36%
15,870
+718
75
$1.12M 0.36%
30,170
-2,959
1 2
3
4 5