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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
2851
$1.19K ﹤0.01%
134
+74
2852
$1.18K ﹤0.01%
+200
2853
$1.17K ﹤0.01%
8
2854
$1.16K ﹤0.01%
145
2855
$1.16K ﹤0.01%
3
2856
$1.16K ﹤0.01%
41
-2
2857
$1.16K ﹤0.01%
32
+31
2858
$1.16K ﹤0.01%
+18
2859
$1.15K ﹤0.01%
24
-9
2860
$1.15K ﹤0.01%
10
2861
$1.15K ﹤0.01%
+173
2862
$1.14K ﹤0.01%
54
+48
2863
$1.14K ﹤0.01%
49
2864
$1.14K ﹤0.01%
30
+24
2865
$1.13K ﹤0.01%
6
-105
2866
$1.13K ﹤0.01%
233
-637
2867
$1.13K ﹤0.01%
90
-6
2868
$1.12K ﹤0.01%
37
+27
2869
$1.12K ﹤0.01%
+77
2870
$1.12K ﹤0.01%
19
-59
2871
$1.11K ﹤0.01%
53
+1
2872
$1.11K ﹤0.01%
10
+3
2873
$1.11K ﹤0.01%
144
+133
2874
$1.11K ﹤0.01%
+38
2875
$1.11K ﹤0.01%
87
113 114
115
116 117