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
$233M
AUM Growth
-$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$4.39M
2
+$4.37M
3
+$1.26M
4
BSJP
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$636K
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$561K

Top Sells

1
+$14.7M
2
+$12.7M
3
+$10.8M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$6.68M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$6.22M

Sector Composition

1 Communication Services 0.43%
2 Financials 0.36%
3 Consumer Discretionary 0.19%
4 Real Estate 0.1%
5 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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52
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53
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54
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-27,862
55
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56
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-26,568
57
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-11,663
58
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-13,498
59
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60
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-27,855
61
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-32,514
62
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-43,829
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