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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
2626
$2.36K ﹤0.01%
204
-20
2627
$2.35K ﹤0.01%
1,470
2628
$2.34K ﹤0.01%
11
+7
2629
$2.33K ﹤0.01%
11
+5
2630
$2.33K ﹤0.01%
+44
2631
$2.33K ﹤0.01%
119
-187
2632
$2.32K ﹤0.01%
281
+52
2633
$2.32K ﹤0.01%
4,612
2634
$2.31K ﹤0.01%
1,000
-2,125
2635
$2.31K ﹤0.01%
67
2636
$2.31K ﹤0.01%
71
+50
2637
$2.29K ﹤0.01%
143
2638
$2.28K ﹤0.01%
+68
2639
$2.28K ﹤0.01%
+639
2640
$2.25K ﹤0.01%
120
-499
2641
$2.25K ﹤0.01%
100
2642
$2.25K ﹤0.01%
130
+61
2643
$2.24K ﹤0.01%
101
+38
2644
$2.24K ﹤0.01%
96
+63
2645
$2.23K ﹤0.01%
46
+26
2646
$2.23K ﹤0.01%
34
+25
2647
$2.22K ﹤0.01%
241
2648
$2.21K ﹤0.01%
104
+4
2649
$2.21K ﹤0.01%
7
+1
2650
$2.21K ﹤0.01%
46
-49
104 105
106
107 108