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
$508M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$9.43M
2
+$7.98M
3
+$5.64M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$4.73M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.08M

Top Sells

1
+$10.3M
2
+$6.97M
3
+$6.58M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.27M
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$2.83M

Sector Composition

1 Consumer Discretionary 1.64%
2 Technology 1.34%
3 Financials 1.33%
4 Industrials 0.84%
5 Consumer Staples 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$216K 0.04%
10,346
-270
102
$208K 0.04%
1,682
+3
103
$204K 0.04%
2,316
104
$203K 0.04%
3,766
105
$203K 0.04%
3,183
-149
106
$197K 0.04%
10,313
-1,506
107
$6.14K ﹤0.01%
596
108
– –
-3,458
109
– –
-1,442
110
– –
-41,446
111
– –
-33,565
112
– –
-2,670
113
– –
-1,507
114
– –
-1,675
1 2 3 4
5