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
$341M
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$12.7M
3
+$8.26M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$8.09M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$8.02M

Top Sells

1
+$1.82M
2
+$1.32M
3
+$1.27M
4
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$94.3K
5
BSJR icon
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
+$37.7K

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.88M 0.55%
+18,578
27
$1.5M 0.44%
+14,026
28
$1.48M 0.43%
82,951
+32,803
29
$1.34M 0.39%
44,027
+27,326
30
$1.33M 0.39%
24,566
+6,595
31
$1.25M 0.37%
+47,697
32
$968K 0.28%
+20,985
33
$958K 0.28%
+19,767
34
$828K 0.24%
+10,707
35
$747K 0.22%
19,821
+7,734
36
$727K 0.21%
16,927
+5,246
37
$677K 0.2%
+43,459
38
$513K 0.15%
18,203
+11,211
39
$468K 0.14%
+16,839
40
$440K 0.13%
+11,167
41
$428K 0.13%
+16,795
42
$385K 0.11%
22,770
+4,138
43
$354K 0.1%
16,636
-4,431
44
$283K 0.08%
11,792
-1,572
45
$235K 0.07%
+10,265
46
– –
-15,654
47
– –
-10,134
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