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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
2801
$1.39K ﹤0.01%
18
-2
2802
$1.38K ﹤0.01%
23
-77
2803
$1.38K ﹤0.01%
+29
2804
$1.37K ﹤0.01%
81
+67
2805
$1.37K ﹤0.01%
26
-553
2806
$1.36K ﹤0.01%
153
-149
2807
$1.36K ﹤0.01%
20
-20
2808
$1.36K ﹤0.01%
+25
2809
$1.36K ﹤0.01%
30
-14
2810
$1.36K ﹤0.01%
6
+1
2811
$1.36K ﹤0.01%
226
2812
$1.35K ﹤0.01%
45
2813
$1.35K ﹤0.01%
+15
2814
$1.35K ﹤0.01%
+24
2815
$1.34K ﹤0.01%
39
2816
$1.34K ﹤0.01%
181
2817
$1.33K ﹤0.01%
21
-5
2818
$1.33K ﹤0.01%
+161
2819
$1.33K ﹤0.01%
23
-5
2820
$1.33K ﹤0.01%
28
2821
$1.31K ﹤0.01%
81
2822
$1.3K ﹤0.01%
66
-91
2823
$1.3K ﹤0.01%
+35
2824
$1.29K ﹤0.01%
5
2825
$1.29K ﹤0.01%
+12
111 112
113
114 115