Legacy Financial Group (Iowa)

Legacy Financial Group (Iowa) Portfolio holdings

AUM $809M
1-Year Est. Return 11.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$716M
AUM Growth
+$66.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$24.8M
2
+$9.52M
3
+$6.99M
4
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$3.65M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$3.53M

Top Sells

1
+$14.5M
2
+$13.6M
3
+$10.8M
4
IAU icon
iShares Gold Trust
IAU
+$2.42M
5
BSCS icon
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
+$1.22M

Sector Composition

1 Consumer Discretionary 1.38%
2 Financials 1.13%
3 Technology 1.05%
4 Industrials 0.72%
5 Consumer Staples 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.44M 0.2%
23,397
+107
52
$1.13M 0.16%
12,244
+705
53
$1.02M 0.14%
9,353
-92
54
$1.01M 0.14%
10,287
+245
55
$970K 0.14%
3,410
56
$927K 0.13%
2,919
+100
57
$857K 0.12%
5,426
+785
58
$851K 0.12%
10,713
+241
59
$808K 0.11%
9,779
-1,475
60
$804K 0.11%
4,890
+246
61
$755K 0.11%
16,388
+598
62
$698K 0.1%
31,370
-2,284
63
$692K 0.1%
2,587
+199
64
$685K 0.1%
8,554
-494
65
$657K 0.09%
10,596
-176
66
$649K 0.09%
7,200
+1,185
67
$640K 0.09%
2,107
-519
68
$602K 0.08%
14,234
69
$599K 0.08%
17,375
-1,370
70
$597K 0.08%
20,526
-517
71
$597K 0.08%
27,076
+1,600
72
$589K 0.08%
6,270
-375
73
$564K 0.08%
4,418
-90
74
$558K 0.08%
1,522
+2
75
$545K 0.08%
3,082
1 2
3
4 5