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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
2551
$2.85K ﹤0.01%
70
2552
$2.85K ﹤0.01%
249
+222
2553
$2.85K ﹤0.01%
20
2554
$2.84K ﹤0.01%
48
-545
2555
$2.83K ﹤0.01%
506
2556
$2.83K ﹤0.01%
+28
2557
$2.83K ﹤0.01%
974
2558
$2.82K ﹤0.01%
78
+18
2559
$2.82K ﹤0.01%
96
+15
2560
$2.81K ﹤0.01%
156
-78
2561
$2.79K ﹤0.01%
+560
2562
$2.79K ﹤0.01%
+140
2563
$2.79K ﹤0.01%
138
+111
2564
$2.79K ﹤0.01%
386
-33
2565
$2.79K ﹤0.01%
+100
2566
$2.77K ﹤0.01%
255
+58
2567
$2.77K ﹤0.01%
11
-5
2568
$2.77K ﹤0.01%
73
+53
2569
$2.76K ﹤0.01%
82
+53
2570
$2.75K ﹤0.01%
225
+203
2571
$2.74K ﹤0.01%
71
2572
$2.74K ﹤0.01%
174
-8
2573
$2.72K ﹤0.01%
167
+37
2574
$2.7K ﹤0.01%
160
+14
2575
$2.7K ﹤0.01%
42
+39
101 102
103
104 105