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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
2726
$1.85K ﹤0.01%
11
+3
2727
$1.84K ﹤0.01%
270
-192
2728
$1.84K ﹤0.01%
91
-44
2729
$1.83K ﹤0.01%
52
-37
2730
$1.82K ﹤0.01%
+100
2731
$1.82K ﹤0.01%
342
2732
$1.81K ﹤0.01%
+50
2733
$1.79K ﹤0.01%
20
-3
2734
$1.79K ﹤0.01%
4
-83
2735
$1.79K ﹤0.01%
59
+55
2736
$1.78K ﹤0.01%
16
2737
$1.77K ﹤0.01%
+21
2738
$1.77K ﹤0.01%
23
-1
2739
$1.77K ﹤0.01%
19
-58
2740
$1.75K ﹤0.01%
33
-1
2741
$1.74K ﹤0.01%
44
-1
2742
$1.74K ﹤0.01%
+150
2743
$1.73K ﹤0.01%
59
2744
$1.73K ﹤0.01%
341
+193
2745
$1.72K ﹤0.01%
61
+57
2746
$1.71K ﹤0.01%
39
-65
2747
$1.71K ﹤0.01%
130
+59
2748
$1.71K ﹤0.01%
+104
2749
$1.71K ﹤0.01%
119
2750
$1.71K ﹤0.01%
545
+145
108 109
110
111 112