Legacy Financial Group (Iowa) Portfolio holdings
AUM
$716M
This Quarter Return
-4.38%
1 Year Return
+10.12%
3 Year Return
+32.54%
5 Year Return
–
10 Year Return
–
AUM
$341M
AUM Growth
+$341M
(+47%)
Cap. Flow
+$118M
Cap. Flow
% of AUM
34.59%
Top 10 Holdings %
Top 10 Hldgs %
69.31%
Holding
47
New
14
Increased
28
Reduced
3
Closed
2
Top Buys
| 1 |
SPDR S&P Dividend ETF
SDY
|
$13.3M |
| 2 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
$12.7M |
| 3 |
iShares Core S&P US Growth ETF
IUSG
|
$8.26M |
| 4 |
iShares TIPS Bond ETF
TIP
|
$8.09M |
| 5 |
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
|
$8.02M |
Top Sells
Sector Composition
| 1 | Financials | 1.36% |
| 2 | Communication Services | 0.43% |
| 3 | Consumer Discretionary | 0.36% |
| 4 | Real Estate | 0.15% |
| 5 | Consumer Staples | 0.13% |
