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LFA

Legend Financial Advisors Portfolio holdings

AUM $176M
1-Year Est. Return 57.06%
This Fund
S&P 500
This Quarter Est. Return
+8.59%
1 Year Est. Return
+57.06%
3 Year Est. Return
+117.13%
5 Year Est. Return
+104.02%
10 Year Est. Return
–
AUM
$138M
AUM Growth
+$13.6M
Cap. Flow
+$2.97M
Cap. Flow %
2.15%
Top 10 Hldgs %
70.61%
Holding
197
New
4
Increased
57
Reduced
31
Closed
12

Top Buys

Rank Stock Value
1
INTC icon
Intel
INTC
+$764K
2
FSLR icon
First Solar
FSLR
+$691K
3
EG icon
Everest Group
EG
+$652K
4
VO icon
Vanguard Morningstar Mid-Cap ETF
VO
+$419K
5
COPX icon
Global X Copper Miners ETF NEW
COPX
+$314K

Top Sells

Rank Stock Value
1
MOD icon
Modine Manufacturing
MOD
+$909K
2
QQQ icon
Invesco QQQ Trust
QQQ
+$276K
3
IAT icon
iShares US Regional Banks ETF
IAT
+$159K
4
EXPD icon
Expeditors International
EXPD
+$76.3K
5
AWK icon
American Water Works
AWK
+$61.5K

Sector Composition

Rank Sector Weight
1 Financials 3.48%
2 Technology 3.32%
3 Consumer Discretionary 2.69%
4 Energy 1.66%
5 Industrials 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CVS icon
126
CVS Health
CVS
$133B
$12K 0.01%
150
+100
+200% +$7.64K
MCD icon
127
McDonald's
MCD
$192B
$11.8K 0.01%
42
-101
-71% -$29.4K
STZ icon
128
Constellation Brands
STZ
$22.2B
$11.7K 0.01%
43
– –
PG icon
129
Procter & Gamble
PG
$336B
$11.5K 0.01%
71
-101
-59% -$15.8K
TRV icon
130
Travelers Companies
TRV
$78.1B
$11.3K 0.01%
49
+33
+206% +$7.05K
CTSH icon
131
Cognizant
CTSH
$24.9B
$11K 0.01%
150
+100
+200% +$7.64K
FDX icon
132
FedEx
FDX
$72.7B
$10.7K 0.01%
37
– –
VHT icon
133
Vanguard Health Care ETF
VHT
$18.1B
$10.3K 0.01%
38
– –
APD icon
134
Air Products & Chemicals
APD
$65.7B
$10.2K 0.01%
42
– –
GS icon
135
Goldman Sachs
GS
$300B
$10K 0.01%
24
+16
+200% +$6.21K
LIT icon
136
Global X Lithium & Battery Tech ETF
LIT
$1.51B
$9.77K 0.01%
216
+105
+95% +$4.68K
PAPR icon
137
Innovator US Equity Power Buffer ETF April
PAPR
$953M
$9.51K 0.01%
283
– –
UAPR icon
138
Innovator US Equity Ultra Buffer ETF April
UAPR
$157M
$9.4K 0.01%
334
– –
VWO icon
139
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$9.23K 0.01%
221
– –
DLN icon
140
WisdomTree US LargeCap Dividend Fund
DLN
$6.26B
$9.02K 0.01%
125
+83
+198% +$5.7K
CI icon
141
Cigna
CI
$73.7B
$8.72K 0.01%
24
+16
+200% +$5.27K
QCOM icon
142
Qualcomm
QCOM
$155B
$8.63K 0.01%
51
+33
+183% +$5.1K
CVX icon
143
Chevron
CVX
$392B
$8.36K 0.01%
53
– –
MS icon
144
Morgan Stanley
MS
$331B
$8.19K 0.01%
87
– –
LRCX icon
145
Lam Research
LRCX
$367B
$7.77K 0.01%
80
+60
+300% +$5.28K
VZ icon
146
Verizon
VZ
$195B
$7.55K 0.01%
180
– –
CSCO icon
147
Cisco
CSCO
$457B
$7.49K 0.01%
150
+100
+200% +$4.99K
DTE icon
148
DTE Energy
DTE
$29.5B
$7.29K 0.01%
65
– –
ERTH icon
149
Invesco MSCI Sustainable Future ETF
ERTH
$133M
$7.02K 0.01%
166
– –
NEM icon
150
Newmont
NEM
$98.7B
$6.77K ﹤0.01%
189
– –
4 5
6
7 8

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Legend Financial Advisors's Q1 2024 Portfolio in Review

As of Q1 2024, Legend Financial Advisors held 197 positions worth $138M, up 11% from $124M the previous quarter. Its ten largest holdings account for 71% of the portfolio.

Legend Financial Advisors's Q1 2024 filing shows 4 new, 57 increased, 31 reduced and 12 closed positions. Its largest new stake was First Solar: 4,495 shares worth $759K. The largest sale was Modine Manufacturing, an estimated $909K.

By sector, the portfolio is most concentrated in Financials at 3.5% of assets, up from 3% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Legend Financial Advisors's largest Q1 2024 buy was First Solar: 4,495 shares worth $759K.
  • Legend Financial Advisors added most to Intel in Q1 2024, an estimated $764K increase.
  • Legend Financial Advisors's biggest Q1 2024 reduction was Modine Manufacturing, cutting an estimated $909K.
  • Legend Financial Advisors fully exited iShares US Regional Banks ETF in Q1 2024, selling an estimated $159K.
  • Legend Financial Advisors's ten largest holdings make up 71% of its $138M portfolio in Q1 2024.
  • Legend Financial Advisors opened 4 new positions and closed 12 in Q1 2024.
  • Legend Financial Advisors's portfolio value rose 11% quarter-over-quarter to $138M.

Based on Legend Financial Advisors's 13F filing for Q1 2024, filed 17 Apr 2024.