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
$508M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$9.43M
2
+$7.98M
3
+$5.64M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$4.73M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.08M

Top Sells

1
+$10.3M
2
+$6.97M
3
+$6.58M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.27M
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$2.83M

Sector Composition

1 Consumer Discretionary 1.64%
2 Technology 1.34%
3 Financials 1.33%
4 Industrials 0.84%
5 Consumer Staples 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$857K 0.17%
14,426
-418
52
$810K 0.16%
33,294
-6,110
53
$809K 0.16%
37,077
+820
54
$760K 0.15%
3,310
-64
55
$739K 0.15%
2,764
56
$712K 0.14%
25,759
-1,114
57
$712K 0.14%
12,159
-1,200
58
$709K 0.14%
4,711
-174
59
$708K 0.14%
9,818
+61
60
$689K 0.14%
3,481
+320
61
$686K 0.13%
8,741
+422
62
$639K 0.13%
14,868
+958
63
$633K 0.12%
7,149
-3,086
64
$571K 0.11%
7,032
-611
65
$549K 0.11%
14,469
-531
66
$543K 0.11%
1,577
+1
67
$534K 0.11%
7,590
-315
68
$517K 0.1%
4,532
-104
69
$497K 0.1%
7,343
+207
70
$453K 0.09%
3,549
+271
71
$450K 0.09%
2,806
-189
72
$433K 0.09%
11,451
-1,263
73
$424K 0.08%
3,430
+730
74
$403K 0.08%
9,204
-108
75
$401K 0.08%
3,641
1 2
3
4 5