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
$618M
AUM Growth
+$97.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$50.4M
2
+$8.02M
3
+$3.85M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$3.82M
5
MSFT icon
Microsoft
MSFT
+$3.64M

Top Sells

1
+$5.73M
2
+$3.32M
3
+$2.02M
4
BSJP icon
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$1.83M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.41M

Sector Composition

1 Consumer Discretionary 1.56%
2 Financials 1.25%
3 Technology 1.2%
4 Industrials 0.77%
5 Consumer Staples 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$239K 0.04%
+1,540
102
$229K 0.04%
+392
103
$219K 0.04%
+1,443
104
$216K 0.04%
+13,216
105
$215K 0.03%
+3,766
106
$213K 0.03%
+2,850
107
$212K 0.03%
+9,322
108
$211K 0.03%
9,976
-581
109
$209K 0.03%
+2,293
110
$204K 0.03%
+3,455
111
$183K 0.03%
18,435
-610
112
– –
-28,020
1 2 3 4
5