Legacy Financial Group (Iowa) Portfolio holdings
AUM
$716M
This Quarter Return
+6.68%
1 Year Return
+10.12%
3 Year Return
+32.54%
5 Year Return
–
10 Year Return
–
AUM
$716M
AUM Growth
+$716M
(+10%)
Cap. Flow
+$24.5M
Cap. Flow
% of AUM
3.43%
Top 10 Holdings %
Top 10 Hldgs %
50.36%
Holding
116
New
5
Increased
63
Reduced
34
Closed
3
Top Buys
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$15.7M |
| 2 |
iShares Core S&P US Growth ETF
IUSG
|
$15.1M |
| 3 |
SPDR S&P Dividend ETF
SDY
|
$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% |
