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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
2701
$1.97K ﹤0.01%
88
+3
2702
$1.96K ﹤0.01%
51
+37
2703
$1.95K ﹤0.01%
31
+1
2704
$1.95K ﹤0.01%
240
-30
2705
$1.95K ﹤0.01%
84
+35
2706
$1.94K ﹤0.01%
77
+58
2707
$1.93K ﹤0.01%
138
+102
2708
$1.93K ﹤0.01%
7
+5
2709
$1.92K ﹤0.01%
81
+74
2710
$1.92K ﹤0.01%
+290
2711
$1.92K ﹤0.01%
246
+82
2712
$1.91K ﹤0.01%
100
-200
2713
$1.91K ﹤0.01%
18
2714
$1.9K ﹤0.01%
+207
2715
$1.89K ﹤0.01%
+73
2716
$1.88K ﹤0.01%
70
-972
2717
$1.88K ﹤0.01%
+87
2718
$1.88K ﹤0.01%
+100
2719
$1.87K ﹤0.01%
40
+1
2720
$1.86K ﹤0.01%
+300
2721
$1.86K ﹤0.01%
36
+6
2722
$1.86K ﹤0.01%
14
+2
2723
$1.86K ﹤0.01%
62
-724
2724
$1.86K ﹤0.01%
6
2725
$1.85K ﹤0.01%
131
+69
107 108
109
110 111