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
176
$369K 0.12%
3,529
-329
177
$360K 0.12%
1,776
+167
178
$353K 0.11%
7,578
+1,838
179
$351K 0.11%
15,539
+4,048
180
$348K 0.11%
3,365
+830
181
$343K 0.11%
15,114
+3,631
182
$326K 0.1%
13,221
-1,182
183
$320K 0.1%
3,001
+363
184
$320K 0.1%
690
+216
185
$315K 0.1%
5,229
+69
186
$310K 0.1%
5,725
+695
187
$302K 0.1%
8,314
188
$301K 0.1%
2,490
+5
189
$296K 0.09%
17,482
+364
190
$279K 0.09%
557
-88
191
$261K 0.08%
7,900
-446
192
$261K 0.08%
2,532
193
$255K 0.08%
12,248
-1,825
194
$254K 0.08%
1,736
-142
195
$252K 0.08%
3,493
-505
196
$245K 0.08%
5,691
-5,704
197
$244K 0.08%
2,383
+75
198
$232K 0.07%
3,107
-1,964
199
$230K 0.07%
+1,665
200
$227K 0.07%
+251
5 6 7
8
9