Legacy Financial Group (Iowa) Portfolio holdings
AUM
$716M
1-Year Est. Return
10.12%
1 Year Est. Return
+10.12%
AUM
$716M
AUM Growth
+$66.3M
(+10%)
Holding
116
Top Buys
| 1 | +$26.1M | |
| 2 | +$9.71M | |
| 3 | +$7.59M | |
| 4 |
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
|
+$3.78M |
| 5 |
iShares Core International Aggregate Bond Fund
IAGG
|
+$3.56M |
Top Sells
| 1 | +$15.7M | |
| 2 | +$15.1M | |
| 3 | +$11.1M | |
| 4 |
iShares Gold Trust
IAU
|
+$2.43M |
| 5 |
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
|
+$1.23M |
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 | |
|---|---|---|---|---|---|---|
101
Fiserv
FI
$65.8B
| $269K | 0.04% |
1,562
-93
|
|
||
102
Ford
F
$46.8B
| $267K | 0.04% |
24,599
+4,560
|
|
||
103
Vanguard High Dividend Yield ETF
VYM
$65.2B
| $259K | 0.04% |
1,943
-67
|
|
||
104
Alphabet (Google) Class C
GOOG
$3.04T
| $255K | 0.04% |
1,437
+67
|
|
||
105
XPO
XPO
$15.2B
| $250K | 0.04% |
1,983
|
|
||
106
Procter & Gamble
PG
$345B
| $243K | 0.03% |
1,528
+98
|
|
||
107
GE Aerospace
GE
$318B
| $238K | 0.03% |
+924
|
|
||
108
Schwab US Dividend Equity ETF
SCHD
$70B
| $233K | 0.03% |
8,808
|
|
||
109
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$1.92B
| $227K | 0.03% |
13,524
+160
|
|
||
110
Coca-Cola
KO
$289B
| $224K | 0.03% |
3,160
+4
|
|
||
111
Vanguard Intermediate-Term Bond ETF
BIV
$25.2B
| $220K | 0.03% |
2,850
|
|
||
112
Nuveen ESG High Yield Corporate Bond ETF
NUHY
$97.3M
| $218K | 0.03% |
10,045
+37
|
|
||
113
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.22B
| $209K | 0.03% |
+2,293
|
|
||
114
Vanguard Total International Bond ETF
BNDX
$69.7B
| – | – |
-5,422
|
|
||
115
PepsiCo
PEP
$207B
| – | – |
-1,514
|
|
||
116
Vanguard Energy ETF
VDE
$7.09B
| – | – |
-3,151
|
|