Legacy Financial Group (Iowa)

Legacy Financial Group (Iowa) Portfolio holdings

AUM $809M
1-Year Est. Return 11.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$716M
AUM Growth
+$66.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$24.8M
2
+$9.52M
3
+$6.99M
4
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$3.65M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$3.53M

Top Sells

1
+$14.5M
2
+$13.6M
3
+$10.8M
4
IAU icon
iShares Gold Trust
IAU
+$2.42M
5
BSCS icon
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
+$1.22M

Sector Composition

1 Consumer Discretionary 1.38%
2 Financials 1.13%
3 Technology 1.05%
4 Industrials 0.72%
5 Consumer Staples 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.69M 0.93%
21,991
+8,376
27
$6.68M 0.93%
118,102
+1,459
28
$6.54M 0.91%
88,780
-968
29
$5.88M 0.82%
52,500
+9,363
30
$5.53M 0.77%
87,129
+10,050
31
$5.34M 0.75%
11,002
+637
32
$5.34M 0.75%
52,594
+16,050
33
$5.23M 0.73%
30,192
-4,312
34
$5.13M 0.72%
54,634
+2,967
35
$4.98M 0.7%
17,808
+1,755
36
$4.73M 0.66%
35,038
+3,762
37
$4.65M 0.65%
19,348
+455
38
$4.26M 0.59%
8,567
+616
39
$4.2M 0.59%
8,233
-114
40
$3.56M 0.5%
+69,731
41
$3.3M 0.46%
15,053
+599
42
$2.62M 0.37%
+60,001
43
$2.31M 0.32%
5,272
+112
44
$2.11M 0.29%
10,292
-402
45
$2.06M 0.29%
33,064
-38,995
46
$1.95M 0.27%
3,829
+74
47
$1.85M 0.26%
8,066
+394
48
$1.75M 0.24%
2,834
+81
49
$1.64M 0.23%
71,123
-47,883
50
$1.53M 0.21%
67,552
+1,797
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