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Home > Institutional Investor > Legend Financial Advisors, Inc. > Profile

Instuitional Investor - Legend Financial Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Legend Financial Advisors, Inc.
Portfolio Value $136,128,754
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IAU 239,050 $14,094,365 10.35%
2.
Invesco Qqq Tr
 26,033 $12,207,220 8.97%
3.
Ishares Trust
 IEF 55,146 $10,376,817 7.62%
4.
Schwab Strategic Trust
 FNDF 385,869 $9,110,366 6.69%
5.
Vanguard Index Fds - MID CAP ETF
 32,894 $8,507,076 6.25%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)