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
$618M
AUM Growth
+$97.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$50.4M
2
+$8.02M
3
+$3.85M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$3.82M
5
MSFT icon
Microsoft
MSFT
+$3.64M

Top Sells

1
+$5.73M
2
+$3.32M
3
+$2.02M
4
BSJP icon
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$1.83M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.41M

Sector Composition

1 Consumer Discretionary 1.56%
2 Financials 1.25%
3 Technology 1.2%
4 Industrials 0.77%
5 Consumer Staples 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$939K 0.15%
12,061
+2,005
52
$865K 0.14%
+3,410
53
$830K 0.13%
+5,132
54
$825K 0.13%
32,314
-14,088
55
$800K 0.13%
+8,859
56
$788K 0.13%
36,164
-1,451
57
$785K 0.13%
25,767
-14,251
58
$771K 0.12%
+9,965
59
$761K 0.12%
+2,626
60
$734K 0.12%
+8,246
61
$716K 0.12%
11,493
-715
62
$688K 0.11%
15,839
+383
63
$671K 0.11%
6,295
-4,506
64
$641K 0.1%
+4,775
65
$633K 0.1%
23,424
+17
66
$628K 0.1%
+2,606
67
$621K 0.1%
+4,765
68
$600K 0.1%
+7,590
69
$588K 0.1%
+1,512
70
$584K 0.09%
14,469
71
$582K 0.09%
+6,777
72
$556K 0.09%
+9,662
73
$511K 0.08%
+3,016
74
$481K 0.08%
22,185
+6,287
75
$446K 0.07%
+1,366
1 2
3
4 5