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
126
$638K 0.2%
50,885
+1,313
127
$638K 0.2%
4,613
-105
128
$631K 0.2%
17,394
-1,414
129
$630K 0.2%
11,936
-757
130
$628K 0.2%
3,910
+930
131
$622K 0.2%
7,930
+605
132
$619K 0.2%
14,697
+1,128
133
$616K 0.2%
10,867
+163
134
$615K 0.2%
21,126
+45
135
$612K 0.2%
3,525
-135
136
$606K 0.19%
30,809
-2,048
137
$603K 0.19%
+11,759
138
$600K 0.19%
3,053
+128
139
$570K 0.18%
13,169
-1,187
140
$570K 0.18%
+1,131
141
$564K 0.18%
16,873
+1,935
142
$560K 0.18%
2,659
+675
143
$560K 0.18%
27,935
+7,005
144
$553K 0.18%
9,307
+1,909
145
$552K 0.18%
669
+122
146
$481K 0.15%
4,330
+590
147
$476K 0.15%
44,902
-204
148
$474K 0.15%
13,540
+110
149
$473K 0.15%
9,250
+235
150
$466K 0.15%
4,152
-75
4 5
6
7 8