Legacy Financial Group (Iowa)

Legacy Financial Group (Iowa) Portfolio holdings

AUM $795M
1-Year Est. Return 12.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$764M
AUM Growth
+$47.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$14.3M
3
+$8.4M
4
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
+$7.32M
5
THRO
iShares U.S. Thematic Rotation Active ETF
THRO
+$7.09M

Top Sells

1
+$16.6M
2
+$13.8M
3
+$12.2M
4
IYW icon
iShares US Technology ETF
IYW
+$5.19M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$4.91M

Sector Composition

1 Consumer Discretionary 1.43%
2 Financials 1.08%
3 Technology 1.04%
4 Industrials 0.67%
5 Consumer Staples 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$619K 0.08%
5,491
+863
77
$575K 0.08%
3,082
78
$574K 0.08%
5,767
-503
79
$551K 0.07%
1,155
+1
80
$524K 0.07%
17,197
+935
81
$517K 0.07%
1,455
+86
82
$484K 0.06%
6,176
+270
83
$459K 0.06%
1,381
84
$452K 0.06%
4,371
+633
85
$450K 0.06%
10,272
-792
86
$447K 0.06%
4,280
87
$443K 0.06%
19,182
+2,313
88
$438K 0.06%
5,020
+280
89
$436K 0.06%
3,321
-100
90
$401K 0.05%
10,651
-901
91
$372K 0.05%
6,873
+2
92
$355K 0.05%
1,811
-28,381
93
$352K 0.05%
3,163
-495
94
$350K 0.05%
1,435
-2
95
$343K 0.04%
8,531
-51
96
$333K 0.04%
3,329
-141,265
97
$317K 0.04%
528
-158
98
$300K 0.04%
25,064
+465
99
$288K 0.04%
393
+1
100
$274K 0.04%
1,943
1 2 3
4
5