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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
2601
$2.48K ﹤0.01%
170
2602
$2.47K ﹤0.01%
+50
2603
$2.46K ﹤0.01%
+90
2604
$2.46K ﹤0.01%
76
-5
2605
$2.46K ﹤0.01%
12
2606
$2.46K ﹤0.01%
17
+4
2607
$2.45K ﹤0.01%
146
-14
2608
$2.45K ﹤0.01%
+203
2609
$2.45K ﹤0.01%
29
+26
2610
$2.44K ﹤0.01%
100
-48
2611
$2.44K ﹤0.01%
496
-83
2612
$2.44K ﹤0.01%
119
2613
$2.42K ﹤0.01%
18
-3
2614
$2.42K ﹤0.01%
66
2615
$2.42K ﹤0.01%
14
+1
2616
$2.42K ﹤0.01%
+84
2617
$2.42K ﹤0.01%
126
+83
2618
$2.4K ﹤0.01%
8
+4
2619
$2.39K ﹤0.01%
65
-5
2620
$2.39K ﹤0.01%
418
+407
2621
$2.39K ﹤0.01%
6
+4
2622
$2.37K ﹤0.01%
240
2623
$2.37K ﹤0.01%
+157
2624
$2.37K ﹤0.01%
+45
2625
$2.36K ﹤0.01%
67
+29
103 104
105
106 107