Legacy Financial Group (Iowa)

Legacy Financial Group (Iowa) Portfolio holdings

AUM $809M
1-Year Est. Return 11.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$716M
AUM Growth
+$66.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$24.8M
2
+$9.52M
3
+$6.99M
4
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$3.65M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$3.53M

Top Sells

1
+$14.5M
2
+$13.6M
3
+$10.8M
4
IAU icon
iShares Gold Trust
IAU
+$2.42M
5
BSCS icon
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
+$1.22M

Sector Composition

1 Consumer Discretionary 1.38%
2 Financials 1.13%
3 Technology 1.05%
4 Industrials 0.72%
5 Consumer Staples 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$269K 0.04%
1,562
-93
102
$267K 0.04%
24,599
+4,560
103
$259K 0.04%
1,943
-67
104
$255K 0.04%
1,437
+67
105
$250K 0.04%
1,983
106
$243K 0.03%
1,528
+98
107
$238K 0.03%
+924
108
$233K 0.03%
8,808
109
$227K 0.03%
13,524
+160
110
$224K 0.03%
3,160
+4
111
$220K 0.03%
2,850
112
$218K 0.03%
10,045
+37
113
$209K 0.03%
+2,293
114
– –
-5,422
115
– –
-1,514
116
– –
-3,151
1 2 3 4
5