Legend Financial Advisors Inc.

Legend Financial Advisors Inc. latest Q4_2020 13F filings reported $123,407,000 in market value on this 2021-02-16 report date . The portfolio quarterly return is -2.38%. This fund has 28 securities concentrations of 100% weights.

Legend Financial Advisors Inc. largest holding is ARK ETF TR INNOVATIONETF with weight of 16.18% and $19,973,000 in market value. The portfolio return is computed based on the amount invested in the new quarter. The following shows the portfolio details.

Portfolio Performance History

FILE DATEREPORT PERIODQTR YEARFILE TYPENOS. OF STOCKSREPORTED VALUERETURN
2021-02-162020-12-31Q4_202013F-HR28$123,407,000-2.38%
2020-11-122020-09-30Q3_202013F-HR29$126,420,000-20.49%
2020-08-182020-06-30Q2_202013F-HR29$158,993,00042.75%
2020-05-152020-03-31Q1_202013F-HR29$111,376,000-4.89%
2020-02-202019-12-31Q4_201913F-HR30$117,108,000-0.48%
2019-12-232019-09-30Q3_201913F-HR33$117,668,0003.64%
2019-08-132019-06-30Q2_201913F-HR34$113,535,00024.70%

Portfolio Details

Stock NameTickersValueCurrent Value (x1000)Change Value %WeightComputed PriceShares Change %Current Shares
ARK ETF TRARKKINCR$19,9732.56%16.18%$124.49-124.20%160,436
ISHARES GOLD TRUSTIAUDECR$19,751-8.42%16.00%$18.13-109.12%1,089,406
ARK ETF TRARKGINCR$18,96319.33%15.37%$93.26-118.48%203,336
INVESCO QQQ TRQQQDECR$17,635-5.03%14.29%$313.73-115.90%56,210
ISHARES TRSOXXDECR$13,648-3.55%11.06%$379.17-122.52%35,994
PROSHARES TRCLIXDECR$10,004-0.21%8.11%$92.37-109.02%108,301
ABERDEENDECR$9,591-13.13%7.77%$229.55-118.06%41,781
APPLE INCAAPLINCR$1,6479.44%1.33%$132.66-104.44%12,415
YETI HLDGS INCYETIINCR$1,18150.64%0.96%$68.44-100.35%17,255
LOGITECH INTL S ALOGIINCR$1,14130.70%0.92%$97.16-95.97%11,743
AMAZON COM INCAMZNINCR$1,0101.20%0.82%$3258.06-102.21%310
MR COOPER GROUP INCCOOPINCR$93036.56%0.75%$31.02-101.75%29,979
FRANCO NEV CORPFNVDECR$891-3.47%0.72%$125.26-92.41%7,113
SCHWAB U.S. LARGE-CAP GROWTH ETFSCHGINCR$8681.64%0.70%$128.35-108.78%6,763
FREEPORT-MCMORAN INCFCXBUY$6550.00%0.53%$26.000.00%25,189
HOLOGIC INCHOLXINCR$64215.26%0.52%$72.81-94.65%8,818
BERKSHIRE HATHAWAY INC NEWBRK/BINCR$5847.55%0.47%$231.93-101.25%2,518
GLOBAL X FDSFINXBUY$5760.00%0.47%$46.730.00%12,326
VANGUARD INDEX FDSVUGDECR$563-19.46%0.46%$253.26-127.61%2,223
WISDOMTREE TRWCLDBUY$5710.00%0.46%$53.590.00%10,655
UFP INDUSTRIES INCUFPIINCR$5374.07%0.44%$55.59-94.29%9,660
TESLA MOTORS INCTSLABUY$4000.00%0.32%$705.470.00%567
Renaissance IPOIPOBUY$3260.00%0.26%$64.450.00%5,058
WISDOMTREE TR USFRDECR$306-83.18%0.25%$25.09-183.16%12,195
INVESCO EXCH TRADED FD TR IITANBUY$2950.00%0.24%$102.680.00%2,873
INVESCO EXCHANGE TRADED FD TRSPINCR$28118.57%0.23%$127.67-99.64%2,201
VANECK VECTORS ETF TRANGLDECR$223-31.17%0.18%$32.10-136.22%6,948
NETFLIX INCNFLXDECR$215-29.51%0.17%$541.56-134.81%397
CHEGG INCCHGGSOLD$00.00%-100.00%$0.000.00%0
EBAY INCEBAYSOLD$00.00%-100.00%$0.000.00%0
ISHARES TRIEGASOLD$00.00%-100.00%$0.000.00%0
REGENERON PHARMACEUTICALSREGNSOLD$00.00%-100.00%$0.000.00%0
S & P DEPOSITORY RECEIPTSSPYSOLD$00.00%-100.00%$0.000.00%0
VANGUARD RUSSELL 2000 ETFVTWOSOLD$00.00%-100.00%$0.000.00%0
WHEATON PRECIOUS METALS CORPWPMSOLD$00.00%-100.00%$0.000.00%0