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
$494M
AUM Growth
+$472M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$50.1M
2
+$48.6M
3
+$38.1M
4
VB icon
Vanguard Small-Cap ETF
VB
+$30.2M
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$23.1M

Top Sells

1
+$226K

Sector Composition

1 Consumer Discretionary 1.55%
2 Financials 1.33%
3 Technology 1.21%
4 Industrials 1.03%
5 Consumer Staples 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$797K 0.16%
+36,257
52
$796K 0.16%
+3,374
53
$762K 0.15%
+4,885
54
$751K 0.15%
+26,873
55
$718K 0.15%
+2,764
56
$718K 0.15%
+8,319
57
$713K 0.14%
+9,757
58
$604K 0.12%
+1,576
59
$595K 0.12%
+13,910
60
$595K 0.12%
+7,905
61
$583K 0.12%
+7,643
62
$577K 0.12%
+15,000
63
$562K 0.11%
+4,636
64
$556K 0.11%
+3,161
65
$547K 0.11%
+24,597
66
$494K 0.1%
+12,714
67
$488K 0.1%
+2,995
68
$432K 0.09%
+3,278
69
$429K 0.09%
+7,136
70
$413K 0.08%
+3,641
71
$408K 0.08%
+13,127
72
$407K 0.08%
+8,278
73
$389K 0.08%
+9,312
74
$375K 0.08%
+6,486
75
$361K 0.07%
+1,366
1 2
3
4 5