Legend Financial Advisors, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
LF Legend Financial Advisors, Inc. | Institutional Filer | ▼ 6.07% | $155.1M | 38 |
Current Portfolio Holdings
Showing all 38 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IAU | ISHARES GOLD TR | — | 176K | $15.5M | 9.98% |
| 2 | QQQ | Invesco QQQ Trust | — | 25K | $14.5M | 9.32% |
| 3 | SOXX | ISHARES TR | — | 43K | $14.2M | 9.17% |
| 4 | FNDX | SCHWAB STRATEGIC TR | — | 383K | $10.7M | 6.87% |
| 5 | VIOV | VANGUARD ADMIRAL FDS INC | — | 100K | $10.2M | 6.55% |
| 6 | VO | VANGUARD INDEX FDS | — | 35K | $10.2M | 6.55% |
| 7 | DJP | BARCLAYS BANK PLC | — | 199K | $9.6M | 6.19% |
| 8 | LCR | MANAGED PORTFOLIO SERIES | — | 252K | $9.4M | 6.05% |
| 9 | IAK | ISHARES TR | — | 56K | $7.1M | 4.59% |
| 10 | XME | SPDR SERIES TRUST | — | 66K | $7.1M | 4.59% |
| 11 | IDMO | INVESCO EXCH TRADED FD TR II | — | 125K | $6.9M | 4.42% |
| 12 | COPX | GLOBAL X FDS | — | 88K | $6.7M | 4.33% |
| 13 | ARB | ALTSHARES TRUST | — | 187K | $5.5M | 3.54% |
| 14 | SPSM | SPDR SERIES TRUST | — | 66K | $3.2M | 2.07% |
| 15 | XLE | Energy Select Sector SPDR Fund | — | 44K | $2.7M | 1.74% |
Showing 1 to 15 of 38 holdings