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
101
$836K 0.27%
21,057
+160
102
$831K 0.27%
1,475
+45
103
$823K 0.26%
3,201
+341
104
$814K 0.26%
1,856
+159
105
$799K 0.26%
1,791
+30
106
$793K 0.25%
20,734
+593
107
$782K 0.25%
6,795
+2,122
108
$781K 0.25%
10,266
+58
109
$772K 0.25%
9,653
+1,062
110
$766K 0.24%
7,561
-11
111
$761K 0.24%
5,982
-5
112
$744K 0.24%
4,293
-170
113
$743K 0.24%
15,778
-1,202
114
$738K 0.24%
15,054
+277
115
$732K 0.23%
1,678
+47
116
$731K 0.23%
5,281
+1,015
117
$726K 0.23%
1,436
+130
118
$725K 0.23%
11,427
+275
119
$724K 0.23%
13,219
+18
120
$703K 0.22%
15,764
-2,398
121
$701K 0.22%
5,425
+267
122
$700K 0.22%
24,306
+525
123
$674K 0.22%
9,140
+1,310
124
$672K 0.21%
14,361
-4,436
125
$650K 0.21%
3,346
+351
3 4
5
6 7