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
76
$442K 0.07%
11,233
-405
77
$436K 0.07%
+3,521
78
$429K 0.07%
+1,182
79
$409K 0.07%
+695
80
$404K 0.07%
+3,757
81
$381K 0.06%
+3,138
82
$368K 0.06%
+4,130
83
$361K 0.06%
12,014
-747
84
$357K 0.06%
+13,695
85
$352K 0.06%
+9,433
86
$340K 0.06%
+1,655
87
$333K 0.05%
14,472
+3,040
88
$326K 0.05%
+7,397
89
$312K 0.05%
+2,565
90
$310K 0.05%
+4,408
91
$298K 0.05%
+6,084
92
$298K 0.05%
+1,232
93
$285K 0.05%
12,811
-257,540
94
$277K 0.04%
+8,619
95
$273K 0.04%
+1,432
96
$271K 0.04%
+530
97
$260K 0.04%
+1,983
98
$255K 0.04%
+1,520
99
$251K 0.04%
+1,969
100
$241K 0.04%
+8,808
1 2 3
4
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