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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
2526
$3.01K ﹤0.01%
198
-25
2527
$3.01K ﹤0.01%
+50
2528
$3K ﹤0.01%
17
+15
2529
$3K ﹤0.01%
258
-2,742
2530
$2.99K ﹤0.01%
+557
2531
$2.99K ﹤0.01%
45
+39
2532
$2.99K ﹤0.01%
+90
2533
$2.98K ﹤0.01%
64
2534
$2.97K ﹤0.01%
+74
2535
$2.97K ﹤0.01%
208
-10
2536
$2.97K ﹤0.01%
234
+32
2537
$2.96K ﹤0.01%
+154
2538
$2.95K ﹤0.01%
141
2539
$2.92K ﹤0.01%
+40
2540
$2.92K ﹤0.01%
1,000
2541
$2.91K ﹤0.01%
91
2542
$2.9K ﹤0.01%
227
-3,374
2543
$2.9K ﹤0.01%
73
-121
2544
$2.9K ﹤0.01%
168
-23
2545
$2.89K ﹤0.01%
42
-7
2546
$2.88K ﹤0.01%
106
-149
2547
$2.87K ﹤0.01%
149
-97
2548
$2.87K ﹤0.01%
166
+139
2549
$2.86K ﹤0.01%
+64
2550
$2.86K ﹤0.01%
80
+17
100 101
102
103 104