Legacy Financial Group (Iowa) Portfolio holdings
AUM
$716M
This Quarter Return
+4.69%
1 Year Return
+10.12%
3 Year Return
+32.54%
5 Year Return
–
10 Year Return
–
AUM
$233M
AUM Growth
+$233M
(-30%)
Cap. Flow
-$111M
Cap. Flow
% of AUM
-47.63%
Top 10 Holdings %
Top 10 Hldgs %
74.71%
Holding
62
New
3
Increased
5
Reduced
25
Closed
29
Top Buys
Top Sells
| 1 |
iShares Core S&P US Growth ETF
IUSG
|
$14.7M |
| 2 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
$12.5M |
| 3 |
SPDR S&P Dividend ETF
SDY
|
$11.3M |
| 4 |
iShares TIPS Bond ETF
TIP
|
$6.57M |
| 5 |
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
|
$6.18M |
Sector Composition
| 1 | Communication Services | 0.43% |
| 2 | Financials | 0.36% |
| 3 | Consumer Discretionary | 0.19% |
| 4 | Real Estate | 0.1% |
| 5 | Consumer Staples | 0% |
