LFA

Legend Financial Advisors Portfolio holdings

AUM $151M
1-Year Est. Return 14.6%
This Quarter Est. Return
1 Year Est. Return
+14.6%
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 Sells

1 +$1.25M
2 +$1.01M
3 +$482K
4
SPSM icon
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
GS icon
101
Goldman Sachs
GS
$232B
$14.2K 0.01%
+20
GD icon
102
General Dynamics
GD
$89.1B
$13.1K 0.01%
+45
MS icon
103
Morgan Stanley
MS
$252B
$12.3K 0.01%
+87
BA icon
104
Boeing
BA
$161B
$11.3K 0.01%
+54
DLB icon
105
Dolby
DLB
$6.59B
$11.2K 0.01%
+150
MSTY icon
106
YieldMax MSTR Option Income Strategy ETF
MSTY
$3.36B
$11.1K 0.01%
+500
CHKP icon
107
Check Point Software Technologies
CHKP
$20.5B
$11.1K 0.01%
+50
TRV icon
108
Travelers Companies
TRV
$58.4B
$11K 0.01%
+41
BITO icon
109
ProShares Bitcoin Strategy ETF
BITO
$2.49B
$10.8K 0.01%
+500
SMCY
110
YieldMax SMCI Option Income Strategy ETF
SMCY
$334M
$10.6K 0.01%
+500
PAPR icon
111
Innovator US Equity Power Buffer ETF April
PAPR
$824M
$10.6K 0.01%
+283
ACN icon
112
Accenture
ACN
$148B
$10.2K 0.01%
+34
CTSH icon
113
Cognizant
CTSH
$32.3B
$9.75K 0.01%
+125
JNJ icon
114
Johnson & Johnson
JNJ
$465B
$9.62K 0.01%
+63
UNP icon
115
Union Pacific
UNP
$134B
$9.43K 0.01%
+41
CONY icon
116
YieldMax COIN Option Income Strategy ETF
CONY
$1.27B
$9.13K 0.01%
+1,000
NXPI icon
117
NXP Semiconductors
NXPI
$54B
$8.96K 0.01%
+41
CSCO icon
118
Cisco
CSCO
$277B
$8.67K 0.01%
+125
SNOY
119
YieldMax SNOW Option Income Strategy ETF
SNOY
$87.4M
$8.63K 0.01%
+500
CVS icon
120
CVS Health
CVS
$105B
$8.62K 0.01%
+125
DLN icon
121
WisdomTree US LargeCap Dividend Fund
DLN
$5.38B
$8.54K 0.01%
+104
LIT icon
122
Global X Lithium & Battery Tech ETF
LIT
$1.3B
$8.28K 0.01%
+216
EMN icon
123
Eastman Chemical
EMN
$7.04B
$7.47K 0.01%
+100
CL icon
124
Colgate-Palmolive
CL
$63.9B
$7.45K 0.01%
+82
FAD icon
125
First Trust Multi Cap Growth AlphaDEX Fund
FAD
$346M
$7.34K ﹤0.01%
+50