Legacy Financial Group (Iowa)

Legacy Financial Group (Iowa) Portfolio holdings

AUM $716M
1-Year Est. Return 10.12%
This Quarter Est. Return
1 Year Est. Return
+10.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$494M
AUM Growth
+$472M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1 +$50.1M
2 +$48.6M
3 +$38.1M
4
VB icon
Vanguard Small-Cap ETF
VB
+$30.2M
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$23.1M

Top Sells

1 +$226K

Sector Composition

1 Consumer Discretionary 1.55%
2 Financials 1.33%
3 Technology 1.21%
4 Industrials 1.03%
5 Consumer Staples 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$208K 0.04%
+11,819
102
$205K 0.04%
+1,347
103
$204K 0.04%
+1,675
104
$204K 0.04%
+3,332
105
$202K 0.04%
+1,442
106
$200K 0.04%
+3,458
107
$9.37K ﹤0.01%
+596
108
-4,486