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
$618M
AUM Growth
+$97.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$50.4M
2
+$8.02M
3
+$3.85M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$3.82M
5
MSFT icon
Microsoft
MSFT
+$3.64M

Top Sells

1
+$5.73M
2
+$3.32M
3
+$2.02M
4
BSJP icon
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$1.83M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.41M

Sector Composition

1 Consumer Discretionary 1.56%
2 Financials 1.25%
3 Technology 1.2%
4 Industrials 0.77%
5 Consumer Staples 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.83M 0.94%
60,175
+6,998
27
$5.69M 0.92%
108,473
+18,305
28
$5.32M 0.86%
33,343
-1,945
29
$4.91M 0.79%
10,823
+231
30
$4.56M 0.74%
197,479
-79,540
31
$4.07M 0.66%
15,398
-1,043
32
$3.99M 0.65%
31,017
-742
33
$3.82M 0.62%
+18,478
34
$3.64M 0.59%
+8,625
35
$3.53M 0.57%
+8,899
36
$3.46M 0.56%
15,757
+379
37
$2.8M 0.45%
11,169
+102
38
$2.6M 0.42%
29,721
+4,929
39
$2.55M 0.41%
+51,560
40
$2.33M 0.38%
+5,688
41
$1.86M 0.3%
+124,839
42
$1.77M 0.29%
+8,794
43
$1.69M 0.27%
+2,880
44
$1.64M 0.27%
+3,882
45
$1.51M 0.24%
32,540
-1,253
46
$1.42M 0.23%
63,447
+7,169
47
$1.36M 0.22%
23,699
-1,148
48
$1.26M 0.2%
+3,127
49
$1.09M 0.18%
+9,482
50
$951K 0.15%
13,537
-551
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