LFA
Legend Financial Advisors Portfolio holdings
AUM
$151M
This Quarter Return
+1.32%
1 Year Return
+14.6%
3 Year Return
+62.32%
5 Year Return
+95.34%
10 Year Return
–
AUM
$141M
AUM Growth
+$141M
(+2.1%)
Cap. Flow
+$1.45M
Cap. Flow
% of AUM
1.03%
Top 10 Holdings %
Top 10 Hldgs %
69.59%
Holding
295
New
110
Increased
53
Reduced
50
Closed
3
Top Buys
| 1 |
Intel
INTC
|
$482K |
| 2 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
$410K |
| 3 |
Visa
V
|
$409K |
| 4 |
Vanguard S&P Small-Cap 600 Value ETF
VIOV
|
$337K |
| 5 |
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
|
$264K |
Top Sells
| 1 |
Global X Copper Miners ETF NEW
COPX
|
$885K |
| 2 |
iShares Semiconductor ETF
SOXX
|
$796K |
| 3 |
iShares Gold Trust
IAU
|
$406K |
| 4 |
Leuthold Core ETF
LCR
|
$285K |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
$109K |
Sector Composition
| 1 | Technology | 3.84% |
| 2 | Financials | 3.81% |
| 3 | Consumer Discretionary | 2.69% |
| 4 | Energy | 1.45% |
| 5 | Industrials | 1.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Wells Fargo
WFC
$263B
| $9.09K | 0.01% |
+153
| New | +$9.09K |
|
152
Goldman Sachs
GS
$226B
| $9.05K | 0.01% |
20
-4
| -17% | -$1.81K |
|
153
WisdomTree Cloud Computing Fund
WCLD
$342M
| $8.85K | 0.01% |
+280
| New | +$8.85K |
|
154
AdvisorShares Pure US Cannabis ETF
MSOS
$986M
| $8.79K | 0.01% |
1,199
| – | – |
|
155
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
$1.86B
| $8.75K | 0.01% |
+71
| New | +$8.75K |
|
156
Cigna
CI
$80.3B
| $8.6K | 0.01% |
26
+2
| +8% | +$661 |
|
157
Cognizant
CTSH
$35.3B
| $8.5K | 0.01% |
125
-25
| -17% | -$1.7K |
|
158
ARK Innovation ETF
ARKK
$7.45B
| $8.48K | 0.01% |
+193
| New | +$8.48K |
|
159
Morgan Stanley
MS
$240B
| $8.46K | 0.01% |
87
| – | – |
|
160
Qualcomm
QCOM
$173B
| $8.37K | 0.01% |
42
-9
| -18% | -$1.79K |
|
161
Bank of America
BAC
$376B
| $8.33K | 0.01% |
210
+199
| +1,809% | +$7.9K |
|
162
Grayscale Bitcoin Trust
GBTC
$43.4B
| $8.31K | 0.01% |
+156
| New | +$8.31K |
|
163
General Motors
GM
$55.8B
| $8.04K | 0.01% |
173
+77
| +80% | +$3.58K |
|
164
Newmont
NEM
$81.7B
| $7.91K | 0.01% |
189
| – | – |
|
165
Devon Energy
DVN
$22.9B
| $7.87K | 0.01% |
+166
| New | +$7.87K |
|
166
International Seaways
INSW
$2.24B
| $7.86K | 0.01% |
+133
| New | +$7.86K |
|
167
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
| $7.61K | 0.01% |
174
-47
| -21% | -$2.06K |
|
168
WisdomTree US LargeCap Dividend Fund
DLN
$5.28B
| $7.57K | 0.01% |
104
-21
| -17% | -$1.53K |
|
169
Lam Research
LRCX
$127B
| $7.45K | 0.01% |
7
-1
| -13% | -$1.07K |
|
170
CVS Health
CVS
$92.8B
| $7.38K | 0.01% |
125
-25
| -17% | -$1.48K |
|
171
Murphy Oil
MUR
$3.55B
| $7.22K | 0.01% |
+175
| New | +$7.22K |
|
172
DTE Energy
DTE
$28.4B
| $7.22K | 0.01% |
65
| – | – |
|
173
VanEck Oil Services ETF
OIH
$886M
| $6.96K | ﹤0.01% |
+22
| New | +$6.96K |
|
174
Toll Brothers
TOL
$13.4B
| $6.91K | ﹤0.01% |
+60
| New | +$6.91K |
|
175
United States Brent Oil Fund
BNO
$111M
| $6.82K | ﹤0.01% |
+212
| New | +$6.82K |
|