Legacy Financial Group (Iowa)

Legacy Financial Group (Iowa) Portfolio holdings

AUM $764M
1-Year Est. Return 9.57%
This Quarter Est. Return
1 Year Est. Return
+9.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$650M
AUM Growth
+$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$47M
2
+$3.79M
3
+$3.69M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$3.14M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.27M

Top Sells

1
+$3.2M
2
+$2.74M
3
+$2.6M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.85M
5
BSJP
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$1.81M

Sector Composition

1 Consumer Discretionary 1.3%
2 Financials 1.25%
3 Technology 0.96%
4 Industrials 0.7%
5 Consumer Staples 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$491K 0.08%
4,126
+369
77
$453K 0.07%
11,185
-48
78
$447K 0.07%
1,366
79
$430K 0.07%
4,280
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80
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3,151
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81
$391K 0.06%
695
82
$390K 0.06%
1,183
+1
83
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84
$382K 0.06%
11,997
-17
85
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86
$365K 0.06%
1,655
87
$358K 0.06%
1,241
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88
$333K 0.05%
4,407
-1
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$332K 0.05%
14,454
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$320K 0.05%
8,507
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91
$309K 0.05%
6,833
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92
$295K 0.05%
8,619
93
$293K 0.05%
2,577
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94
$265K 0.04%
9,370
+48
95
$265K 0.04%
5,422
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96
$259K 0.04%
2,010
+41
97
$248K 0.04%
529
-1
98
$246K 0.04%
8,808
99
$244K 0.04%
1,430
-90
100
$237K 0.04%
3,766
1 2 3
4
5