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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
+0.43%
1 Year Est. Return
+57.06%
3 Year Est. Return
+117.13%
5 Year Est. Return
+104.02%
10 Year Est. Return
–
AUM
$136M
AUM Growth
-$5.6M
Cap. Flow
-$4.68M
Cap. Flow %
-3.44%
Top 10 Hldgs %
68.35%
Holding
270
New
3
Increased
14
Reduced
15
Closed
232

Top Buys

Rank Stock Value
1
IDMO icon
Invesco S&P International Developed Momentum ETF
IDMO
+$4.58M
2
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.69M
3
SOXX icon
iShares Semiconductor ETF
SOXX
+$1.1M
4
EVR icon
Evercore
EVR
+$793K
5
VIOV icon
Vanguard S&P Small-Cap 600 Value ETF
VIOV
+$495K

Top Sells

Rank Stock Value
1
VO icon
Vanguard Morningstar Mid-Cap ETF
VO
+$5.02M
2
IAU icon
iShares Gold Trust
IAU
+$1.64M
3
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$1.44M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$545K
5
RSPD icon
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
+$466K

Sector Composition

Rank Sector Weight
1 Financials 4.34%
2 Technology 3.43%
3 Consumer Discretionary 2.1%
4 Industrials 0.68%
5 Materials 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
REMX icon
201
VanEck Rare Earth/Strategic Metals ETF
REMX
$1.96B
– –
-97
Closed -$3.78K
ROK icon
202
Rockwell Automation
ROK
$53.9B
– –
-130
Closed -$37.2K
ROST icon
203
Ross Stores
ROST
$81.1B
– –
-2
Closed -$303
RSP icon
204
Invesco S&P 500 Equal Weight ETF
RSP
$97.9B
– –
-930
Closed -$163K
RSPS icon
205
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
$255M
– –
-1,088
Closed -$32.7K
RSPT icon
206
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.54B
– –
-420
Closed -$15.7K
RTX icon
207
RTX Corp
RTX
$290B
– –
-250
Closed -$28.9K
SBLK icon
208
Star Bulk Carriers
SBLK
$3.2B
– –
-1,000
Closed -$14.9K
SCHB icon
209
Schwab US Broad Market ETF
SCHB
$43.8B
– –
-60
Closed -$1.36K
SCHF icon
210
Schwab International Equity ETF
SCHF
$66.8B
– –
-20
Closed -$370
SCHH icon
211
Schwab US REIT ETF
SCHH
$11.5B
– –
-22
Closed -$463
SCHX icon
212
Schwab US Large- Cap ETF
SCHX
$72.7B
– –
-611
Closed -$14.2K
SFIX
213
Stitch Fix
SFIX
$552M
– –
-4
Closed -$17
SIL icon
214
Global X Silver Miners ETF NEW
SIL
$4.01B
– –
-24
Closed -$762
SLB icon
215
SLB Ltd
SLB
$73.4B
– –
-581
Closed -$22.3K
SLV icon
216
iShares Silver Trust
SLV
$27.7B
– –
-99
Closed -$2.61K
SLX icon
217
VanEck Steel ETF
SLX
$168M
– –
-35
Closed -$2.05K
SNY icon
218
Sanofi
SNY
$103B
– –
-45
Closed -$2.17K
SPHB icon
219
Invesco S&P 500 High Beta ETF
SPHB
$986M
– –
-204
Closed -$18.1K
SPY icon
220
State Street SPDR S&P 500 ETF Trust
SPY
$805B
– –
-64
Closed -$37.5K
STBA icon
221
S&T Bancorp
STBA
$1.85B
– –
-3,374
Closed -$129K
STLD icon
222
Steel Dynamics
STLD
$36.3B
– –
-5
Closed -$570
STZ icon
223
Constellation Brands
STZ
$22.4B
– –
-43
Closed -$9.5K
T icon
224
AT&T
T
$161B
– –
-1,648
Closed -$37.5K
TAN icon
225
Invesco Solar ETF
TAN
$1.44B
– –
-4
Closed -$132
7 8
9
10 11

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Legend Financial Advisors's Q1 2025 Portfolio in Review

As of Q1 2025, Legend Financial Advisors held 270 positions worth $136M, down 3.9% from $142M the previous quarter. Its ten largest holdings account for 68% of the portfolio.

Legend Financial Advisors withdrew a net $4.68M in Q1 2025, closing 232 positions and reducing 15 holdings. Its most notable exit was Invesco S&P 500 Equal Weight ETF, an estimated $163K position sold in full.

By sector, the portfolio is most concentrated in Financials at 4.3% of assets, up from 3.9% a quarter earlier, followed by Technology and Consumer Discretionary.

Against the trend, Legend Financial Advisors opened a new position in Invesco S&P International Developed Momentum ETF worth $4.66M.

  • Legend Financial Advisors's largest Q1 2025 buy was Invesco S&P International Developed Momentum ETF: 105,543 shares worth $4.66M.
  • Legend Financial Advisors added most to iShares Semiconductor ETF in Q1 2025, an estimated $1.1M increase.
  • Legend Financial Advisors's biggest Q1 2025 reduction was Vanguard Morningstar Mid-Cap ETF, cutting an estimated $5.02M.
  • Legend Financial Advisors fully exited Invesco S&P 500 Equal Weight ETF in Q1 2025, selling an estimated $163K.
  • Legend Financial Advisors's ten largest holdings make up 68% of its $136M portfolio in Q1 2025.
  • Legend Financial Advisors opened 3 new positions and closed 232 in Q1 2025.
  • Legend Financial Advisors's portfolio value fell 3.9% quarter-over-quarter to $136M.

Based on Legend Financial Advisors's 13F filing for Q1 2025, filed 14 May 2025.