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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
2751
$1.7K ﹤0.01%
97
-128
2752
$1.69K ﹤0.01%
+70
2753
$1.69K ﹤0.01%
8
+3
2754
$1.69K ﹤0.01%
35
2755
$1.69K ﹤0.01%
27
-17
2756
$1.67K ﹤0.01%
8
-203
2757
$1.67K ﹤0.01%
59
-6
2758
$1.67K ﹤0.01%
+231
2759
$1.65K ﹤0.01%
500
2760
$1.65K ﹤0.01%
89
-211
2761
$1.63K ﹤0.01%
30
2762
$1.63K ﹤0.01%
21
-38
2763
$1.63K ﹤0.01%
22
+3
2764
$1.63K ﹤0.01%
8
+2
2765
$1.62K ﹤0.01%
+135
2766
$1.61K ﹤0.01%
88
-5
2767
$1.6K ﹤0.01%
101
+11
2768
$1.6K ﹤0.01%
17
+12
2769
$1.6K ﹤0.01%
144
+62
2770
$1.59K ﹤0.01%
17
+11
2771
$1.58K ﹤0.01%
+8
2772
$1.58K ﹤0.01%
178
+143
2773
$1.58K ﹤0.01%
38
+23
2774
$1.58K ﹤0.01%
37
-20
2775
$1.57K ﹤0.01%
22
109 110
111
112 113