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
76
$1.11M 0.36%
9,431
-55
77
$1.11M 0.35%
7,346
+1,230
78
$1.09M 0.35%
8,786
-437
79
$1.08M 0.34%
6,278
+166
80
$1.08M 0.34%
3,444
+158
81
$1.07M 0.34%
6,512
-137
82
$1.05M 0.34%
15,343
-1,258
83
$1.05M 0.33%
41,476
-4,028
84
$1.02M 0.33%
19,876
+5,868
85
$1.01M 0.32%
18,824
+420
86
$1.01M 0.32%
2,155
-47
87
$1M 0.32%
17,244
-170
88
$975K 0.31%
27,061
+25
89
$973K 0.31%
8,205
-701
90
$960K 0.31%
11,757
-3,268
91
$937K 0.3%
3,501
92
$926K 0.3%
4,679
+471
93
$906K 0.29%
9,469
+280
94
$905K 0.29%
8,808
-750
95
$898K 0.29%
14,189
+30
96
$892K 0.29%
7,087
+498
97
$891K 0.28%
19,558
+230
98
$874K 0.28%
31,863
-1,884
99
$850K 0.27%
8,456
-303
100
$839K 0.27%
4,851
-749
2 3
4
5 6