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
151
$465K 0.15%
6,168
+4
152
$464K 0.15%
9,382
+965
153
$457K 0.15%
20,432
+754
154
$453K 0.14%
7,138
-2,367
155
$453K 0.14%
8,925
-4,032
156
$452K 0.14%
8,791
-2,609
157
$451K 0.14%
9,120
-1,807
158
$443K 0.14%
14,038
-257
159
$440K 0.14%
9,611
-221
160
$432K 0.14%
10,138
+190
161
$432K 0.14%
5,943
-351
162
$430K 0.14%
3,906
-210
163
$428K 0.14%
5,102
-2,208
164
$427K 0.14%
4,116
+918
165
$427K 0.14%
5,440
+255
166
$425K 0.14%
715
+99
167
$425K 0.14%
4,088
-1
168
$406K 0.13%
1,338
-430
169
$396K 0.13%
18,495
-3,471
170
$395K 0.13%
5,860
+270
171
$391K 0.12%
+8,637
172
$386K 0.12%
9,933
-1
173
$386K 0.12%
8,177
+1,110
174
$373K 0.12%
1,249
-52
175
$370K 0.12%
13,226
-124
5 6
7
8 9