LFA

Legend Financial Advisors Portfolio holdings

AUM $163M
1-Year Est. Return 22.07%
This Quarter Est. Return
1 Year Est. Return
+22.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$883K
2
+$685K
3
+$664K
4
IDMO icon
Invesco S&P International Developed Momentum ETF
IDMO
+$612K
5
LCR icon
Leuthold Core ETF
LCR
+$401K

Top Sells

1
+$1.25M
2
+$1.01M
3
+$482K
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$337K
5
QQQ icon
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 Change
in Stake 		Capital Flow
HD icon
76
Home Depot
HD
$369B
$27.9K 0.02%
+76
AVGO icon
77
Broadcom
AVGO
$1.65T
$27.6K 0.02%
+100
HASI icon
78
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$4.04B
$26.9K 0.02%
+1,000
MLPA icon
79
Global X MLP ETF
MLPA
$1.78B
$25.1K 0.02%
+500
KRE icon
80
State Street SPDR S&P Regional Banking ETF
KRE
$3.95B
$25K 0.02%
+420
MRK icon
81
Merck
MRK
$214B
$24.6K 0.02%
+310
CEF icon
82
Sprott Physical Gold and Silver Trust
CEF
$7.24B
$24.3K 0.02%
+808
FLNG icon
83
FLEX LNG
FLNG
$1.44B
$22K 0.01%
+1,000
FXL icon
84
First Trust Technology AlphaDEX Fund
FXL
$1.44B
$20.9K 0.01%
+133
QTEC icon
85
First Trust NASDAQ-100 Technology Index Fund
QTEC
$2.9B
$20K 0.01%
+94
SPHB icon
86
Invesco S&P 500 High Beta ETF
SPHB
$502M
$19.9K 0.01%
+204
YUM icon
87
Yum! Brands
YUM
$41.4B
$19.4K 0.01%
+131
VOT icon
88
Vanguard Mid-Cap Growth ETF
VOT
$17.5B
$18.8K 0.01%
+66
FCOM icon
89
Fidelity MSCI Communication Services Index ETF
FCOM
$1.76B
$18.3K 0.01%
+283
CARR icon
90
Carrier Global
CARR
$48.4B
$18.3K 0.01%
+250
CB icon
91
Chubb
CB
$113B
$18.3K 0.01%
+63
XBI icon
92
State Street SPDR S&P Biotech ETF
XBI
$6.31B
$18.1K 0.01%
+218
FDN icon
93
First Trust Dow Jones Internet Index Fund ETF
FDN
$7.42B
$17.5K 0.01%
+65
RSPT icon
94
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$4.34B
$17.1K 0.01%
+420
MPC icon
95
Marathon Petroleum
MPC
$58.2B
$16.3K 0.01%
+98
PG icon
96
Procter & Gamble
PG
$343B
$16K 0.01%
+101
UNH icon
97
UnitedHealth
UNH
$294B
$15.9K 0.01%
+51
SCHX icon
98
Schwab US Large- Cap ETF
SCHX
$61.3B
$14.9K 0.01%
+611
MGK icon
99
Vanguard Mega Cap Growth ETF
MGK
$31.2B
$14.6K 0.01%
+40
IJR icon
100
iShares Core S&P Small-Cap ETF
IJR
$85B
$14.2K 0.01%
+130
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4
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