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
$508M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$9.43M
2
+$7.98M
3
+$5.64M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$4.73M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.08M

Top Sells

1
+$10.3M
2
+$6.97M
3
+$6.58M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.27M
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$2.83M

Sector Composition

1 Consumer Discretionary 1.64%
2 Technology 1.34%
3 Financials 1.33%
4 Industrials 0.84%
5 Consumer Staples 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.77M 1.14%
38,368
+154
27
$5.16M 1.01%
56,151
-540
28
$4.34M 0.85%
42,446
+1,796
29
$4.27M 0.84%
10,495
+63
30
$4.08M 0.8%
+76,187
31
$4.01M 0.79%
75,634
+4,287
32
$3.87M 0.76%
8,652
+56
33
$3.85M 0.76%
15,894
-280
34
$3.73M 0.73%
+62,998
35
$3.68M 0.72%
30,995
+2,910
36
$3.47M 0.68%
9,098
-38
37
$3.19M 0.63%
54,468
+14,182
38
$2.98M 0.59%
32,472
+419
39
$2.9M 0.57%
15,029
-140
40
$2.28M 0.45%
10,830
+42
41
$2.18M 0.43%
5,828
-345
42
$1.95M 0.38%
+37,329
43
$1.89M 0.37%
8,852
-30
44
$1.73M 0.34%
4,619
-7
45
$1.63M 0.32%
2,997
-23
46
$1.44M 0.28%
25,536
-5,867
47
$1.38M 0.27%
32,808
+346
48
$1.13M 0.22%
53,761
-64,306
49
$1.05M 0.21%
47,533
+22,936
50
$989K 0.19%
9,272
-210
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