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
76
$350K 0.07%
+9,510
77
$342K 0.07%
+2,865
78
$326K 0.07%
+15,762
79
$308K 0.06%
+586
80
$305K 0.06%
+4,130
81
$301K 0.06%
+2,588
82
$291K 0.06%
+2,670
83
$288K 0.06%
+649
84
$272K 0.06%
+1,701
85
$270K 0.05%
+1,667
86
$264K 0.05%
+8,619
87
$259K 0.05%
+707
88
$253K 0.05%
+1,232
89
$248K 0.05%
+1,418
90
$246K 0.05%
+18,504
91
$244K 0.05%
+2,700
92
$237K 0.05%
+1,960
93
$237K 0.05%
+8,808
94
$224K 0.05%
+10,616
95
$224K 0.05%
+1,507
96
$221K 0.04%
+1,679
97
$221K 0.04%
+454
98
$220K 0.04%
+9,671
99
$217K 0.04%
+3,766
100
$211K 0.04%
+2,316
1 2 3
4
5