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

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
NOW icon
126
ServiceNow
NOW
$179B
$7.2K ﹤0.01%
+7
ERTH icon
127
Invesco MSCI Sustainable Future ETF
ERTH
$149M
$7.05K ﹤0.01%
+166
STZ icon
128
Constellation Brands
STZ
$22.3B
$7K ﹤0.01%
+43
LRCX icon
129
Lam Research
LRCX
$200B
$6.81K ﹤0.01%
+70
ISCG icon
130
iShares Morningstar Small-Cap Growth ETF
ISCG
$752M
$6.72K ﹤0.01%
+135
QCOM icon
131
Qualcomm
QCOM
$183B
$6.69K ﹤0.01%
+42
CI icon
132
Cigna
CI
$70.7B
$6.61K ﹤0.01%
+20
UAL icon
133
United Airlines
UAL
$31.5B
$6.61K ﹤0.01%
+83
MFC icon
134
Manulife Financial
MFC
$56.3B
$6.39K ﹤0.01%
+200
ATO icon
135
Atmos Energy
ATO
$28.4B
$5.86K ﹤0.01%
+38
NKE icon
136
Nike
NKE
$90.3B
$5.83K ﹤0.01%
+82
UAPR icon
137
Innovator US Equity Ultra Buffer ETF April
UAPR
$157M
$5.54K ﹤0.01%
+177
BDX icon
138
Becton Dickinson
BDX
$51B
$5.34K ﹤0.01%
+31
C icon
139
Citigroup
C
$180B
$5.19K ﹤0.01%
+61
PFE icon
140
Pfizer
PFE
$139B
$4.82K ﹤0.01%
+199
GM icon
141
General Motors
GM
$66B
$4.72K ﹤0.01%
+96
LMT icon
142
Lockheed Martin
LMT
$106B
$4.63K ﹤0.01%
+10
TSN icon
143
Tyson Foods
TSN
$18.7B
$4.59K ﹤0.01%
+82
DMAC icon
144
DiaMedica Therapeutics
DMAC
$306M
$3.9K ﹤0.01%
+1,000
BG icon
145
Bunge Global
BG
$18.3B
$3.61K ﹤0.01%
+45
D icon
146
Dominion Energy
D
$52.6B
$3.56K ﹤0.01%
+63
FELC icon
147
Fidelity Enhanced Large Cap Core ETF
FELC
$5.32B
$3.42K ﹤0.01%
+99
IWO icon
148
iShares Russell 2000 Growth ETF
IWO
$13B
$3.14K ﹤0.01%
+11
USFR icon
149
WisdomTree Floating Rate Treasury Fund
USFR
$18.3B
$2.97K ﹤0.01%
+59
MSOS icon
150
AdvisorShares Pure US Cannabis ETF
MSOS
$747M
$2.89K ﹤0.01%
+1,199