We are live on
!
Find out more
Legacy Financial Group (Iowa) Portfolio holdings
AUM
$795M
1-Year Est. Return
12.87%
This Fund
S&P 500
1 Year Est. Return
+12.87%
AUM
$233M
AUM Growth
-$102M
(-30%)
Holding
62
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 |
iShares TIPS Bond ETF
TIP
|
+$6.68M |
| 5 |
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% |