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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
2576
$2.69K ﹤0.01%
52
+42
2577
$2.68K ﹤0.01%
114
+92
2578
$2.67K ﹤0.01%
64
+20
2579
$2.66K ﹤0.01%
16
2580
$2.65K ﹤0.01%
+51
2581
$2.64K ﹤0.01%
71
+29
2582
$2.64K ﹤0.01%
181
+175
2583
$2.64K ﹤0.01%
145
+23
2584
$2.63K ﹤0.01%
+64
2585
$2.63K ﹤0.01%
70
-3
2586
$2.63K ﹤0.01%
87
+27
2587
$2.63K ﹤0.01%
81
2588
$2.61K ﹤0.01%
375
-1,884
2589
$2.6K ﹤0.01%
+20
2590
$2.6K ﹤0.01%
500
2591
$2.59K ﹤0.01%
+180
2592
$2.54K ﹤0.01%
303
-329
2593
$2.54K ﹤0.01%
13
+4
2594
$2.52K ﹤0.01%
135
+108
2595
$2.51K ﹤0.01%
115
-5
2596
$2.5K ﹤0.01%
11
+2
2597
$2.49K ﹤0.01%
90
+17
2598
$2.49K ﹤0.01%
+510
2599
$2.49K ﹤0.01%
+30
2600
$2.48K ﹤0.01%
385
+311
102 103
104
105 106