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

Top Buys

1
+$4.41M
2
+$4.37M
3
+$1.27M
4
BSJP icon
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$633K
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$557K

Top Sells

1
+$14.7M
2
+$12.5M
3
+$11.3M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$6.57M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$6.18M

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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-26,568
55
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-11,663
56
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-13,498
57
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-13,291
58
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-27,855
59
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60
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-43,829
61
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-15,641
62
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-12,797
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