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
76
$392K 0.08%
12,608
-519
77
$382K 0.08%
1,366
78
$363K 0.07%
663
+77
79
$343K 0.07%
2,874
+9
80
$341K 0.07%
+1,679
81
$341K 0.07%
9,231
-279
82
$329K 0.06%
5,804
-682
83
$326K 0.06%
6,695
-1,583
84
$309K 0.06%
645
-4
85
$304K 0.06%
2,642
+54
86
$294K 0.06%
4,130
87
$288K 0.06%
8,619
88
$281K 0.06%
+3,872
89
$278K 0.05%
12,987
-2,775
90
$265K 0.05%
1,232
91
$257K 0.05%
1,557
-110
92
$254K 0.05%
1,701
93
$247K 0.05%
1,347
94
$236K 0.05%
707
95
$234K 0.05%
1,418
96
$233K 0.05%
10,324
+653
97
$233K 0.05%
1,961
+1
98
$231K 0.05%
457
+3
99
$228K 0.04%
8,808
100
$221K 0.04%
17,644
-860
1 2 3
4
5