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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
2651
$2.19K ﹤0.01%
191
2652
$2.19K ﹤0.01%
+135
2653
$2.19K ﹤0.01%
45
+1
2654
$2.19K ﹤0.01%
220
+159
2655
$2.17K ﹤0.01%
84
2656
$2.17K ﹤0.01%
49
2657
$2.17K ﹤0.01%
71
-1
2658
$2.17K ﹤0.01%
+150
2659
$2.17K ﹤0.01%
45
-31
2660
$2.16K ﹤0.01%
33
-5
2661
$2.16K ﹤0.01%
+62
2662
$2.16K ﹤0.01%
20
2663
$2.16K ﹤0.01%
18
+14
2664
$2.16K ﹤0.01%
17
-1
2665
$2.15K ﹤0.01%
47
2666
$2.15K ﹤0.01%
245
2667
$2.14K ﹤0.01%
40
+3
2668
$2.13K ﹤0.01%
46
2669
$2.13K ﹤0.01%
81
+50
2670
$2.13K ﹤0.01%
+92
2671
$2.11K ﹤0.01%
10
+9
2672
$2.11K ﹤0.01%
61
-52
2673
$2.1K ﹤0.01%
385
+18
2674
$2.1K ﹤0.01%
40
-6
2675
$2.1K ﹤0.01%
43
105 106
107
108 109