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
76
$518K 0.07%
1,381
+15
77
$499K 0.07%
4,628
+502
78
$464K 0.06%
11,064
-121
79
$456K 0.06%
3,421
-100
80
$448K 0.06%
1,154
-29
81
$444K 0.06%
16,262
+7,839
82
$432K 0.06%
695
83
$429K 0.06%
5,906
+2,663
84
$417K 0.06%
1,369
+128
85
$411K 0.06%
4,280
86
$410K 0.06%
11,552
-445
87
$403K 0.06%
3,658
-1,161
88
$396K 0.06%
4,740
+333
89
$388K 0.05%
16,869
+2,415
90
$385K 0.05%
+3,738
91
$383K 0.05%
13,833
-147
92
$378K 0.05%
686
+157
93
$340K 0.05%
6,871
+38
94
$335K 0.05%
8,582
+75
95
$330K 0.05%
5,801
-3,333
96
$314K 0.04%
2,588
+11
97
$290K 0.04%
392
98
$285K 0.04%
8,619
99
$281K 0.04%
3,766
100
$278K 0.04%
9,603
+233
1 2 3
4
5