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LFG

Larson Financial Group Portfolio holdings

AUM $3.12B
1-Year Est. Return 22.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.85B
AUM Growth
+$356M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,660
New
Increased
Reduced
Closed

Top Buys

1
+$34.1M
2
+$22.3M
3
+$19.7M
4
FNGU
MicroSectors FANG+ 3x Leveraged ETNs due Feb 17 2045
FNGU
+$13.9M
5
AAPL icon
Apple
AAPL
+$11.9M

Top Sells

1
+$19.1M
2
+$15M
3
+$11.6M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$6.82M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$5.6M

Sector Composition

1 Technology 16.08%
2 Financials 5.03%
3 Consumer Discretionary 4.53%
4 Industrials 3.51%
5 Healthcare 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$3.51K ﹤0.01%
186
-1,603
2477
$3.48K ﹤0.01%
27
+12
2478
$3.47K ﹤0.01%
+254
2479
$3.47K ﹤0.01%
23
+13
2480
$3.46K ﹤0.01%
189
+117
2481
$3.44K ﹤0.01%
71
2482
$3.44K ﹤0.01%
42
+34
2483
$3.43K ﹤0.01%
250
+46
2484
$3.42K ﹤0.01%
72
-37
2485
$3.42K ﹤0.01%
744
2486
$3.41K ﹤0.01%
93
2487
$3.39K ﹤0.01%
440
+35
2488
$3.39K ﹤0.01%
125
-1,214
2489
$3.38K ﹤0.01%
27
-122
2490
$3.38K ﹤0.01%
467
2491
$3.37K ﹤0.01%
+169
2492
$3.35K ﹤0.01%
+739
2493
$3.34K ﹤0.01%
187
-328
2494
$3.33K ﹤0.01%
+97
2495
$3.32K ﹤0.01%
165
+81
2496
$3.32K ﹤0.01%
+139
2497
$3.32K ﹤0.01%
+30
2498
$3.31K ﹤0.01%
+92
2499
$3.27K ﹤0.01%
39
2500
$3.27K ﹤0.01%
34
+26
98 99
100
101 102