Legacy Financial Group (Iowa) Portfolio holdings
AUM
$716M
This Quarter Return
-1.54%
1 Year Return
+10.12%
3 Year Return
+32.54%
5 Year Return
–
10 Year Return
–
AUM
$650M
AUM Growth
+$650M
(+5.3%)
Cap. Flow
+$43.3M
Cap. Flow
% of AUM
6.66%
Top 10 Holdings %
Top 10 Hldgs %
54.98%
Holding
117
New
6
Increased
41
Reduced
52
Closed
6
Top Buys
| 1 |
FT Vest Fund of Deep Buffer ETFs
BUFD
|
$47M |
| 2 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
$3.79M |
| 3 |
iShares S&P 100 ETF
OEF
|
$3.69M |
| 4 |
iShares Core S&P US Value ETF
IUSV
|
$3.14M |
| 5 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$2.27M |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 1.3% |
| 2 | Financials | 1.25% |
| 3 | Technology | 0.96% |
| 4 | Industrials | 0.7% |
| 5 | Consumer Staples | 0.29% |
