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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
2826
$1.29K ﹤0.01%
+16
2827
$1.28K ﹤0.01%
16
+7
2828
$1.28K ﹤0.01%
347
-431
2829
$1.28K ﹤0.01%
31
+4
2830
$1.27K ﹤0.01%
38
-7
2831
$1.27K ﹤0.01%
+70
2832
$1.27K ﹤0.01%
26
-410
2833
$1.26K ﹤0.01%
145
+136
2834
$1.26K ﹤0.01%
46
+44
2835
$1.26K ﹤0.01%
25
2836
$1.26K ﹤0.01%
56
2837
$1.25K ﹤0.01%
+116
2838
$1.25K ﹤0.01%
+15
2839
$1.23K ﹤0.01%
20
+5
2840
$1.22K ﹤0.01%
212
+100
2841
$1.22K ﹤0.01%
+134
2842
$1.21K ﹤0.01%
23
2843
$1.21K ﹤0.01%
100
+69
2844
$1.21K ﹤0.01%
74
2845
$1.21K ﹤0.01%
13
+4
2846
$1.21K ﹤0.01%
+117
2847
$1.21K ﹤0.01%
21
2848
$1.19K ﹤0.01%
35
-7
2849
$1.19K ﹤0.01%
43
2850
$1.19K ﹤0.01%
14
-3
112 113
114
115 116