Legacy Financial Group (Iowa)

Legacy Financial Group (Iowa) Portfolio holdings

AUM $809M
1-Year Est. Return 11.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$809M
AUM Growth
+$45.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$9.2M
3
+$6.92M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$6.9M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$4.82M

Top Sells

1
+$10.9M
2
+$9.29M
3
+$7.76M
4
BND icon
Vanguard Total Bond Market
BND
+$5.46M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.6M

Sector Composition

1 Consumer Discretionary 1.56%
2 Financials 1.07%
3 Technology 0.88%
4 Industrials 0.75%
5 Consumer Staples 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MTUM icon
26
iShares MSCI USA Momentum Factor ETF
MTUM
$21.4B
$7.95M 0.98%
32,194
+12,160
BAI
27
iShares A.I. Innovation and Tech Active ETF
BAI
$9.09B
$7.94M 0.98%
243,221
+11,178
BSJQ icon
28
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$1.12B
$7.8M 0.96%
335,035
-397,203
THRO
29
iShares U.S. Thematic Rotation Active ETF
THRO
$7.39B
$7.64M 0.94%
199,795
+6,192
TLH icon
30
iShares 10-20 Year Treasury Bond ETF
TLH
$12.7B
$7.29M 0.9%
72,215
+64
AOA icon
31
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.9B
$6.89M 0.85%
75,053
+1,693
USRT icon
32
iShares Core US REIT ETF
USRT
$3.65B
$6.6M 0.82%
111,380
-8,793
CASY icon
33
Casey's General Stores
CASY
$25.5B
$6.31M 0.78%
9,737
+1,645
VEA icon
34
Vanguard FTSE Developed Markets ETF
VEA
$216B
$5.89M 0.73%
88,104
-58,786
MBB icon
35
iShares MBS ETF
MBB
$39.5B
$5.8M 0.72%
60,936
+1,224
BRK.B icon
36
Berkshire Hathaway Class B
BRK.B
$1.04T
$5.53M 0.68%
10,972
+115
VO icon
37
Vanguard Mid-Cap ETF
VO
$96.3B
$5.41M 0.67%
18,152
+640
ITOT icon
38
iShares Core S&P Total US Stock Market ETF
ITOT
$82.6B
$5.31M 0.66%
35,410
+833
IAU icon
39
iShares Gold Trust
IAU
$85.6B
$4.85M 0.6%
52,214
-3,575
VOO icon
40
Vanguard S&P 500 ETF
VOO
$855B
$4.44M 0.55%
7,035
+220
ITA icon
41
iShares US Aerospace & Defense ETF
ITA
$16.4B
$4.13M 0.51%
18,098
+915
IAGG icon
42
iShares Core International Aggregate Bond Fund
IAGG
$11.9B
$4.12M 0.51%
82,154
+2,500
VPU icon
43
Vanguard Utilities ETF
VPU
$8.76B
$3.87M 0.48%
+20,687
AMZN icon
44
Amazon
AMZN
$2.24T
$3.54M 0.44%
15,179
-94
MSFT icon
45
Microsoft
MSFT
$2.96T
$3.24M 0.4%
7,833
+4
BSV icon
46
Vanguard Short-Term Bond ETF
BSV
$43.4B
$2.92M 0.36%
37,070
-138,701
AAPL icon
47
Apple
AAPL
$3.89T
$2.9M 0.36%
10,480
-27
VUG icon
48
Vanguard Growth ETF
VUG
$195B
$2.48M 0.31%
5,297
+135
SPY icon
49
State Street SPDR S&P 500 ETF Trust
SPY
$695B
$1.84M 0.23%
2,684
-113
DE icon
50
Deere & Co
DE
$171B
$1.8M 0.22%
3,174
+1
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