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
$494M
AUM Growth
+$472M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$50.1M
2
+$48.6M
3
+$38.1M
4
VB icon
Vanguard Small-Cap ETF
VB
+$30.2M
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$23.1M

Top Sells

1
+$226K

Sector Composition

1 Consumer Discretionary 1.55%
2 Financials 1.33%
3 Technology 1.21%
4 Industrials 1.03%
5 Consumer Staples 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.39M 0.89%
10,432
+9,750
27
$4.22M 0.85%
40,650
+38,570
28
$4.04M 0.82%
16,174
+14,827
29
$3.88M 0.79%
+71,347
30
$3.62M 0.73%
8,596
+7,925
31
$3.24M 0.66%
+28,085
32
$3.03M 0.61%
+32,053
33
$2.91M 0.59%
9,136
+7,707
34
$2.74M 0.55%
15,169
+13,349
35
$2.48M 0.5%
+118,067
36
$2.25M 0.46%
+40,286
37
$2.12M 0.43%
+6,173
38
$1.94M 0.39%
+41,446
39
$1.9M 0.38%
4,626
+3,751
40
$1.89M 0.38%
+8,882
41
$1.85M 0.37%
+10,788
42
$1.75M 0.35%
+31,403
43
$1.58M 0.32%
+3,020
44
$1.44M 0.29%
+33,565
45
$1.41M 0.29%
+32,462
46
$1.05M 0.21%
+9,482
47
$930K 0.19%
+39,404
48
$918K 0.19%
+10,235
49
$860K 0.17%
+14,844
50
$811K 0.16%
+13,359
1
2
3 4 5