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
$260M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$37M
2
+$24.6M
3
+$22M
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$19.8M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$11.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.02%
2 Consumer Discretionary 1.04%
3 Communication Services 0.61%
4 Financials 0.45%
5 Consumer Staples 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.37M 0.91%
+13,285
27
$2.28M 0.88%
+56,507
28
$2.27M 0.87%
+45,267
29
$2.14M 0.82%
+23,274
30
$2.06M 0.79%
+52,791
31
$1.82M 0.7%
+15,360
32
$1.66M 0.64%
+12,490
33
$1.65M 0.63%
+13,828
34
$1.62M 0.62%
+62,025
35
$1.58M 0.61%
+72,750
36
$1.49M 0.57%
+55,146
37
$943K 0.36%
+10,301
38
$836K 0.32%
+16,854
39
$765K 0.29%
+17,707
40
$734K 0.28%
+18,947
41
$684K 0.26%
+42,712
42
$667K 0.26%
+13,397
43
$635K 0.24%
+29,952
44
$609K 0.23%
+11,750
45
$595K 0.23%
+18,548
46
$588K 0.23%
+17,422
47
$581K 0.22%
+11,127
48
$562K 0.22%
+16,223
49
$542K 0.21%
+21,768
50
$494K 0.19%
+14,605
1
2
3