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Institutional Investment Manager
LEGACY ADVISORS, LLC
LEGACY ADVISORS, LLC (CIK: 0001720969). Institutional holdings reported to the SEC.

Institutional Holdings (2016Q4)
Portfolio Summary: 210 holdings with a total value of $73,192,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 SPDR S&P MIDCAP 400 ETF TR 175,097 24,626,000 33.65%
2 AQUA AMERICA INC 189,517 5,693,000 7.78%
3 SPDR S&P 500 ETF TR 75,779 5,323,000 7.27%
4 FULTON FINL CORP PA 242,887 4,590,000 6.27%
5 EQUIFAX INC 15,645 1,849,000 2.53%
6 VANGUARD BD INDEX FDS 181,646 1,698,000 2.32%
7 VANGUARD INDEX FDS 8,095 1,661,000 2.27%
8 VANGUARD SCOTTSDALE FDS 176,157 1,660,000 2.27%
9 REINSURANCE GROUP AMER INC 13,147 1,654,000 2.26%
10 CNO FINL GROUP INC 64,624 1,237,000 1.69%
11 V F CORP 21,064 1,123,000 1.53%
12 GILDAN ACTIVEWEAR INC 35,500 900,000 1.23%
13 POWERSHARES ETF TRUST II 122,919 896,000 1.22%
14 ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 92,952 885,000 1.21%
15 EXXON MOBIL CORP 9,703 875,000 1.20%
16 WORLD ACCEP CORPORATION COM 12,568 807,000 1.10%
17 ISHARES RUSSELL 1000 ETF 6,106 759,000 1.04%
18 AETNA INC NEW 5,923 734,000 1.00%
19 SPDR FTSE SP OILGAS EXP ETF 15,067 624,000 0.85%
20 APPLE INC 5,089 589,000 0.80%
21 COMCAST CORP NEW 7,825 540,000 0.74%
22 AXIS CAPITAL HOLDINGS LTD 7,600 498,000 0.68%
23 ISHARES TR 4,298 450,000 0.61%
24 CERUS CORP 101,000 439,000 0.60%
25 POWERSHARES QQQ TRUST 3,500 414,000 0.57%
26 SPDR GOLD TR 3,750 411,000 0.56%
27 BOEING CO 2,537 394,000 0.54%
28 AMAZON COM INC 480 359,000 0.49%
29 CHEVRON CORP NEW 2,894 340,000 0.46%
30 GRAINGER W W INC 1,275 296,000 0.40%
31 ABIOMED INC 2,600 292,000 0.40%
32 UNITED STATES 24,692 289,000 0.39%
33 MCDONALDS CORP 2,201 267,000 0.36%
34 ISHARES TR 2,355 263,000 0.36%
35 PPL CORP 7,108 244,000 0.33%
36 SPDR DOW JONES INDL AVRG ETF 1,190 235,000 0.32%
37 ISHARES TR 2,000 234,000 0.32%
38 CONOCOPHILLIPS 4,610 231,000 0.32%
39 UNITED PARCEL SERVICE INC 2,020 231,000 0.32%
40 ANNALY CAPITAL MANAGEMENT INC COM 19,900 203,000 0.28%
41 PHILLIPS 66 2,305 199,000 0.27%
42 ALPHABET INC 243 192,000 0.26%
43 PROCTER AND GAMBLE CO 2,265 190,000 0.26%
44 HESS CORP 3,060 190,000 0.26%
45 SCHLUMBERGER LTD 2,225 187,000 0.26%
46 ALPHABET INC 243 187,000 0.26%
47 AT&T INC 4,393 186,000 0.25%
48 JOHNSON & JOHNSON 1,589 183,000 0.25%
49 WAL-MART STORES INC 2,530 176,000 0.24%
50 PHILIP MORRIS INTL INC 1,866 172,000 0.23%
Page 1 of 5

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001606587-17-000615, filed 2017.11.03).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.