Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
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 $124,423,297
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 48,723 $11,334,951 9.1%
2.
Ishares Trust
 IAU 289,080 $11,282,789 9.06%
3.
Invesco Qqq Tr
 27,077 $11,088,630 8.91%
4.
Ishares Trust
 IEF 18,162 $10,463,263 8.4%
5.
Schwab Strategic Trust
 FNDF 130,681 $8,094,399 6.5%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
Subscribe Now

Returns since its inception in May 2014 (through Feb 16th, 2024)