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
$520M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$12.7M
3
+$3.65M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$2.95M
5
BSJT icon
Invesco BulletShares 2029 High Yield Corporate Bond ETF
BSJT
+$2.18M

Top Sells

1
+$11.4M
2
+$8.74M
3
+$4.08M
4
MSFT icon
Microsoft
MSFT
+$3.87M
5
CASY icon
Casey's General Stores
CASY
+$3.47M

Sector Composition

1 Financials 1.09%
2 Consumer Discretionary 0.59%
3 Technology 0.5%
4 Healthcare 0%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.72M 1.1%
53,177
+10,731
27
$5.59M 1.08%
58,347
+2,196
28
$5.35M 1.03%
35,288
-3,080
29
$5.19M 1%
90,168
+14,534
30
$5.08M 0.98%
83,008
+28,540
31
$4.88M 0.94%
10,592
+97
32
$4.34M 0.83%
16,441
+547
33
$3.99M 0.77%
31,759
+764
34
$2.87M 0.55%
15,378
+349
35
$2.58M 0.5%
11,067
+237
36
$2.43M 0.47%
24,792
-7,680
37
$1.59M 0.31%
33,793
+985
38
$1.47M 0.28%
24,847
-689
39
$1.32M 0.25%
40,018
-264,671
40
$1.28M 0.25%
56,278
+8,745
41
$1.19M 0.23%
10,801
-102,886
42
$1.16M 0.22%
46,402
+13,108
43
$854K 0.16%
37,615
+538
44
$796K 0.15%
14,088
-338
45
$770K 0.15%
10,056
+238
46
$761K 0.15%
12,208
+49
47
$697K 0.13%
15,456
+588
48
$673K 0.13%
23,407
-2,352
49
$592K 0.11%
28,020
-25,741
50
$588K 0.11%
14,469
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