LFA
Legend Financial Advisors Portfolio holdings
AUM
$151M
This Quarter Return
+21.22%
1 Year Return
+14.6%
3 Year Return
+62.32%
5 Year Return
+95.34%
10 Year Return
–
AUM
$123M
AUM Growth
+$123M
(-2.4%)
Cap. Flow
-$26.3M
Cap. Flow
% of AUM
-21.34%
Top 10 Holdings %
Top 10 Hldgs %
92%
Holding
35
New
6
Increased
5
Reduced
17
Closed
7
Top Buys
| 1 |
Freeport-McMoran
FCX
|
$655K |
| 2 |
Global X FinTech ETF
FINX
|
$576K |
| 3 |
WisdomTree Cloud Computing Fund
WCLD
|
$571K |
| 4 |
Tesla
TSLA
|
$400K |
| 5 |
Renaissance IPO ETF
IPO
|
$326K |
Top Sells
| 1 |
ARK Innovation ETF
ARKK
|
$6.38M |
| 2 |
ARK Genomic Revolution ETF
ARKG
|
$4.3M |
| 3 |
iShares Semiconductor ETF
SOXX
|
$3.97M |
| 4 |
Invesco QQQ Trust
QQQ
|
$3.33M |
| 5 |
abrdn Physical Palladium Shares ETF
PALL
|
$2.11M |
Sector Composition
| 1 | Technology | 2.26% |
| 2 | Consumer Discretionary | 2.1% |
| 3 | Materials | 1.69% |
| 4 | Financials | 1.23% |
| 5 | Healthcare | 0.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Invesco S&P 500 Equal Weight ETF
RSP
$74.2B
| $281K | 0.23% |
2,201
+8
| +0.4% | +$1.02K |
|
27
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.05B
| $223K | 0.18% |
6,948
-3,945
| -36% | -$127K |
|
28
Netflix
NFLX
$513B
| $215K | 0.17% |
397
-212
| -35% | -$115K |
|
29
Chegg
CHGG
$159M
| – | – |
-6,327
| Closed | -$452K |
|
30
eBay
EBAY
$41.4B
| – | – |
-14,092
| Closed | -$735K |
|
31
iShares Core MSCI EAFE ETF
IEFA
$150B
| – | – |
-3,381
| Closed | -$204K |
|
32
Regeneron Pharmaceuticals
REGN
$61.5B
| – | – |
-1,258
| Closed | -$705K |
|
33
SPDR S&P 500 ETF Trust
SPY
$658B
| – | – |
-3,552
| Closed | -$1.19M |
|
34
Vanguard Russell 2000 ETF
VTWO
$12.6B
| – | – |
-2,529
| Closed | -$306K |
|
35
Wheaton Precious Metals
WPM
$45.6B
| – | – |
-10,118
| Closed | -$496K |
|