LFA
Legend Financial Advisors Portfolio holdings
AUM
$151M
This Quarter Return
+9.43%
1 Year Return
+14.6%
3 Year Return
+62.32%
5 Year Return
+95.34%
10 Year Return
–
AUM
$151M
AUM Growth
+$151M
(+11%)
Cap. Flow
+$2.66M
Cap. Flow
% of AUM
1.77%
Top 10 Holdings %
Top 10 Hldgs %
66.75%
Holding
172
New
135
Increased
12
Reduced
19
Closed
1
Top Buys
| 1 |
Pan American Silver
PAAS
|
$883K |
| 2 |
Nomad Foods
NOMD
|
$685K |
| 3 |
Apple
AAPL
|
$664K |
| 4 |
Invesco S&P International Developed Momentum ETF
IDMO
|
$612K |
| 5 |
Leuthold Core ETF
LCR
|
$401K |
Top Sells
| 1 |
iShares Gold Trust
IAU
|
$1.25M |
| 2 |
Vanguard Mid-Cap ETF
VO
|
$1.01M |
| 3 |
Visa
V
|
$482K |
| 4 |
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
$337K |
| 5 |
Invesco QQQ Trust
QQQ
|
$305K |
Sector Composition
| 1 | Financials | 4.26% |
| 2 | Technology | 3.64% |
| 3 | Consumer Discretionary | 2.41% |
| 4 | Materials | 1.21% |
| 5 | Industrials | 0.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Altria Group
MO
$113B
| $58.6K | 0.04% |
+1,000
| New | +$58.6K |
|
52
OneMain Financial
OMF
$7.35B
| $57K | 0.04% |
+1,000
| New | +$57K |
|
53
Mastercard
MA
$538B
| $56.2K | 0.04% |
+100
| New | +$56.2K |
|
54
NVIDIA
NVDA
$4.24T
| $55.3K | 0.04% |
+350
| New | +$55.3K |
|
55
Verizon
VZ
$186B
| $55.2K | 0.04% |
+1,276
| New | +$55.2K |
|
56
Whirlpool
WHR
$5.21B
| $50.7K | 0.03% |
+500
| New | +$50.7K |
|
57
Alphabet (Google) Class C
GOOG
$2.58T
| $49.7K | 0.03% |
+280
| New | +$49.7K |
|
58
AT&T
T
$209B
| $47.7K | 0.03% |
+1,648
| New | +$47.7K |
|
59
Enbridge
ENB
$105B
| $45.3K | 0.03% |
+1,000
| New | +$45.3K |
|
60
Innovative Industrial Properties
IIPR
$1.59B
| $44.2K | 0.03% |
+800
| New | +$44.2K |
|
61
Phillips 66
PSX
$54B
| $41.8K | 0.03% |
+350
| New | +$41.8K |
|
62
MetLife
MET
$54.1B
| $40.2K | 0.03% |
+500
| New | +$40.2K |
|
63
SPDR S&P 500 ETF Trust
SPY
$658B
| $39.8K | 0.03% |
+64
| New | +$39.8K |
|
64
Rockwell Automation
ROK
$38.6B
| $38.9K | 0.03% |
+117
| New | +$38.9K |
|
65
Generac Holdings
GNRC
$10.9B
| $35.8K | 0.02% |
+250
| New | +$35.8K |
|
66
iShares US Medical Devices ETF
IHI
$4.33B
| $35.5K | 0.02% |
+567
| New | +$35.5K |
|
67
Oracle
ORCL
$635B
| $34.3K | 0.02% |
+157
| New | +$34.3K |
|
68
Global X FinTech ETF
FINX
$303M
| $34.2K | 0.02% |
+1,000
| New | +$34.2K |
|
69
Restaurant Brands International
QSR
$20.8B
| $33.1K | 0.02% |
+500
| New | +$33.1K |
|
70
Comcast
CMCSA
$125B
| $32.8K | 0.02% |
+919
| New | +$32.8K |
|
71
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
$255M
| $32.6K | 0.02% |
+1,088
| New | +$32.6K |
|
72
McDonald's
MCD
$224B
| $31.9K | 0.02% |
+109
| New | +$31.9K |
|
73
Vanguard Growth ETF
VUG
$185B
| $31.1K | 0.02% |
+71
| New | +$31.1K |
|
74
Vanguard Value ETF
VTV
$144B
| $30.9K | 0.02% |
+175
| New | +$30.9K |
|
75
PepsiCo
PEP
$204B
| $28.5K | 0.02% |
+216
| New | +$28.5K |
|