Legacy Financial Group (Iowa) Portfolio holdings
AUM
$716M
This Quarter Return
+4.62%
1 Year Return
+10.12%
3 Year Return
+32.54%
5 Year Return
–
10 Year Return
–
AUM
$331M
AUM Growth
+$331M
(+15%)
Cap. Flow
+$30.9M
Cap. Flow
% of AUM
9.34%
Top 10 Holdings %
Top 10 Hldgs %
66.12%
Holding
72
New
12
Increased
27
Reduced
25
Closed
8
Top Buys
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$9.89M |
| 2 |
SPDR S&P Dividend ETF
SDY
|
$6.7M |
| 3 |
SPDR Bloomberg Convertible Securities ETF
CWB
|
$4.13M |
| 4 |
iShares Core S&P US Growth ETF
IUSG
|
$3.08M |
| 5 |
iShares TIPS Bond ETF
TIP
|
$2.96M |
Top Sells
Sector Composition
| 1 | Technology | 1.52% |
| 2 | Financials | 1.04% |
| 3 | Consumer Discretionary | 0.92% |
| 4 | Communication Services | 0.5% |
| 5 | Energy | 0.28% |
