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 | |
|---|---|---|---|---|---|---|
126
ServiceNow
NOW
$190B
| $7.2K | ﹤0.01% |
+7
| New | +$7.2K |
|
127
Invesco MSCI Sustainable Future ETF
ERTH
$142M
| $7.05K | ﹤0.01% |
+166
| New | +$7.05K |
|
128
Constellation Brands
STZ
$28.5B
| $7K | ﹤0.01% |
+43
| New | +$7K |
|
129
Lam Research
LRCX
$127B
| $6.81K | ﹤0.01% |
+70
| New | +$6.81K |
|
130
iShares Morningstar Small-Cap Growth ETF
ISCG
$718M
| $6.72K | ﹤0.01% |
+135
| New | +$6.72K |
|
131
Qualcomm
QCOM
$173B
| $6.69K | ﹤0.01% |
+42
| New | +$6.69K |
|
132
Cigna
CI
$80.3B
| $6.61K | ﹤0.01% |
+20
| New | +$6.61K |
|
133
United Airlines
UAL
$34B
| $6.61K | ﹤0.01% |
+83
| New | +$6.61K |
|
134
Manulife Financial
MFC
$52.2B
| $6.39K | ﹤0.01% |
+200
| New | +$6.39K |
|
135
Atmos Energy
ATO
$26.7B
| $5.86K | ﹤0.01% |
+38
| New | +$5.86K |
|
136
Nike
NKE
$114B
| $5.83K | ﹤0.01% |
+82
| New | +$5.83K |
|
137
Innovator US Equity Ultra Buffer ETF April
UAPR
$158M
| $5.54K | ﹤0.01% |
+177
| New | +$5.54K |
|
138
Becton Dickinson
BDX
$55.3B
| $5.34K | ﹤0.01% |
+31
| New | +$5.34K |
|
139
Citigroup
C
$178B
| $5.19K | ﹤0.01% |
+61
| New | +$5.19K |
|
140
Pfizer
PFE
$141B
| $4.82K | ﹤0.01% |
+199
| New | +$4.82K |
|
141
General Motors
GM
$55.8B
| $4.72K | ﹤0.01% |
+96
| New | +$4.72K |
|
142
Lockheed Martin
LMT
$106B
| $4.63K | ﹤0.01% |
+10
| New | +$4.63K |
|
143
Tyson Foods
TSN
$20.2B
| $4.59K | ﹤0.01% |
+82
| New | +$4.59K |
|
144
DiaMedica Therapeutics
DMAC
$295M
| $3.9K | ﹤0.01% |
+1,000
| New | +$3.9K |
|
145
Bunge Global
BG
$16.8B
| $3.61K | ﹤0.01% |
+45
| New | +$3.61K |
|
146
Dominion Energy
D
$51.1B
| $3.56K | ﹤0.01% |
+63
| New | +$3.56K |
|
147
Fidelity Enhanced Large Cap Core ETF
FELC
$4.98B
| $3.42K | ﹤0.01% |
+99
| New | +$3.42K |
|
148
iShares Russell 2000 Growth ETF
IWO
$12.4B
| $3.14K | ﹤0.01% |
+11
| New | +$3.14K |
|
149
WisdomTree Floating Rate Treasury Fund
USFR
$18.8B
| $2.97K | ﹤0.01% |
+59
| New | +$2.97K |
|
150
AdvisorShares Pure US Cannabis ETF
MSOS
$986M
| $2.89K | ﹤0.01% |
+1,199
| New | +$2.89K |
|