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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 $124,423,297
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
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)