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
$331M
AUM Growth
+$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$9.89M
2
+$6.7M
3
+$4.13M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$3.08M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$2.96M

Top Sells

1
+$4.89M
2
+$4.77M
3
+$2.31M
4
BSJL
Invesco BulletShares 2021 High Yield Corporate Bond ETF
BSJL
+$1.61M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.46M

Sector Composition

1 Technology 1.52%
2 Financials 1.04%
3 Consumer Discretionary 0.92%
4 Communication Services 0.5%
5 Energy 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.16M 0.65%
11,082
-1,364
27
$2.13M 0.64%
+20,183
28
$1.9M 0.57%
66,532
-4,802
29
$1.65M 0.5%
75,657
+315
30
$1.63M 0.49%
61,701
-210
31
$1.63M 0.49%
30,056
-5,716
32
$1.61M 0.49%
+12,007
33
$1.6M 0.48%
11,657
-1,857
34
$1.54M 0.47%
10,094
-1,985
35
$1.53M 0.46%
70,810
-49,530
36
$1.53M 0.46%
+18,563
37
$1.51M 0.46%
54,854
+215
38
$1.5M 0.45%
+40,989
39
$1.38M 0.42%
+15,615
40
$1.35M 0.41%
19,062
+8,935
41
$1.28M 0.39%
40,372
-150,013
42
$1.03M 0.31%
44,792
-69,925
43
$1.01M 0.31%
30,746
+6,627
44
$888K 0.27%
22,303
+2,467
45
$881K 0.27%
19,549
+1,635
46
$827K 0.25%
14,767
+2,052
47
$756K 0.23%
15,309
-7,960
48
$705K 0.21%
43,705
+993
49
$621K 0.19%
13,144
-15,763
50
$580K 0.18%
12,809
+1,171
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