Legacy Financial Group (Iowa)

Legacy Financial Group (Iowa) Portfolio holdings

AUM $716M
1-Year Est. Return 10.12%
This Quarter Est. Return
1 Year Est. Return
+10.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$716M
AUM Growth
+$66.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$26.1M
2
+$9.71M
3
+$7.59M
4
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$3.78M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$3.56M

Top Sells

1
+$15.7M
2
+$15.1M
3
+$11.1M
4
IAU icon
iShares Gold Trust
IAU
+$2.43M
5
BSCS icon
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
+$1.23M

Sector Composition

1 Consumer Discretionary 1.38%
2 Financials 1.13%
3 Technology 1.05%
4 Industrials 0.72%
5 Consumer Staples 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
OEF icon
26
iShares S&P 100 ETF
OEF
$26.9B
$6.69M 0.93%
21,991
+8,376
USRT icon
27
iShares Core US REIT ETF
USRT
$3.16B
$6.68M 0.93%
118,102
+1,459
BND icon
28
Vanguard Total Bond Market
BND
$138B
$6.54M 0.91%
88,780
-968
EFG icon
29
iShares MSCI EAFE Growth ETF
EFG
$11.4B
$5.88M 0.82%
52,500
+9,363
EFV icon
30
iShares MSCI EAFE Value ETF
EFV
$27.3B
$5.53M 0.77%
87,129
+10,050
BRK.B icon
31
Berkshire Hathaway Class B
BRK.B
$1.07T
$5.34M 0.75%
11,002
+637
TLH icon
32
iShares 10-20 Year Treasury Bond ETF
TLH
$12.5B
$5.34M 0.75%
52,594
+16,050
IYW icon
33
iShares US Technology ETF
IYW
$22.1B
$5.23M 0.73%
30,192
-4,312
MBB icon
34
iShares MBS ETF
MBB
$41.6B
$5.13M 0.72%
54,634
+2,967
VO icon
35
Vanguard Mid-Cap ETF
VO
$88.5B
$4.98M 0.7%
17,808
+1,755
ITOT icon
36
iShares Core S&P Total US Stock Market ETF
ITOT
$77.9B
$4.73M 0.66%
35,038
+3,762
MTUM icon
37
iShares MSCI USA Momentum Factor ETF
MTUM
$19.3B
$4.65M 0.65%
19,348
+455
MSFT icon
38
Microsoft
MSFT
$3.82T
$4.26M 0.59%
8,567
+616
CASY icon
39
Casey's General Stores
CASY
$21B
$4.2M 0.59%
8,233
-114
IAGG icon
40
iShares Core International Aggregate Bond Fund
IAGG
$11.2B
$3.56M 0.5%
+69,731
AMZN icon
41
Amazon
AMZN
$2.3T
$3.3M 0.46%
15,053
+599
AIQ icon
42
Global X Artificial Intelligence & Technology ETF
AIQ
$5.46B
$2.62M 0.37%
+60,001
VUG icon
43
Vanguard Growth ETF
VUG
$195B
$2.31M 0.32%
5,272
+112
AAPL icon
44
Apple
AAPL
$3.7T
$2.11M 0.29%
10,292
-402
IAU icon
45
iShares Gold Trust
IAU
$64.1B
$2.06M 0.29%
33,064
-38,995
DE icon
46
Deere & Co
DE
$121B
$1.95M 0.27%
3,829
+74
WM icon
47
Waste Management
WM
$86.1B
$1.85M 0.26%
8,066
+394
SPY icon
48
SPDR S&P 500 ETF Trust
SPY
$661B
$1.75M 0.24%
2,834
+81
BSJP icon
49
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
$677M
$1.64M 0.23%
71,123
-47,883
BSJR icon
50
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
$609M
$1.53M 0.21%
67,552
+1,797
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