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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 $141,726,149
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - MID CAP ETF
 51,585 $13,625,123 9.61%
2.
Ishares Trust
 IAU 269,453 $13,340,598 9.41%
3.
Invesco Qqq Tr
 25,964 $13,273,386 9.36%
4.
Ishares Trust
 IEF 50,014 $10,777,464 7.6%
5.
Schwab Strategic Trust
 FNDF 408,425 $9,671,513 6.82%
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)