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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
2776
$1.57K ﹤0.01%
+54
2777
$1.56K ﹤0.01%
+9
2778
$1.56K ﹤0.01%
11
+4
2779
$1.56K ﹤0.01%
268
+249
2780
$1.54K ﹤0.01%
188
+139
2781
$1.54K ﹤0.01%
38
-2
2782
$1.53K ﹤0.01%
14
-4
2783
$1.52K ﹤0.01%
62
+6
2784
$1.52K ﹤0.01%
14
+6
2785
$1.5K ﹤0.01%
63
+9
2786
$1.5K ﹤0.01%
56
+44
2787
$1.5K ﹤0.01%
23
+6
2788
$1.5K ﹤0.01%
131
+96
2789
$1.49K ﹤0.01%
27
+8
2790
$1.47K ﹤0.01%
24
2791
$1.46K ﹤0.01%
37
-5
2792
$1.45K ﹤0.01%
178
+35
2793
$1.44K ﹤0.01%
+95
2794
$1.44K ﹤0.01%
58
+36
2795
$1.43K ﹤0.01%
42
+37
2796
$1.43K ﹤0.01%
74
-10
2797
$1.41K ﹤0.01%
22
+1
2798
$1.41K ﹤0.01%
109
-119
2799
$1.39K ﹤0.01%
8
2800
$1.39K ﹤0.01%
28
110 111
112
113 114