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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
276
$1.27M 0.04%
28,255
-4,174
277
$1.26M 0.04%
56,490
+4,625
278
$1.23M 0.04%
4,995
+1,527
279
$1.23M 0.04%
4,355
+872
280
$1.21M 0.04%
16,042
+1,933
281
$1.2M 0.04%
1,670
+873
282
$1.19M 0.04%
21,488
-7,405
283
$1.19M 0.04%
15,026
-2,087
284
$1.17M 0.04%
3,388
-1,142
285
$1.17M 0.04%
12,248
+5,870
286
$1.15M 0.04%
5,317
+2,372
287
$1.15M 0.04%
39,343
-656
288
$1.13M 0.04%
12,410
-2,027
289
$1.13M 0.04%
4,808
+634
290
$1.13M 0.04%
7,900
-211
291
$1.11M 0.04%
33,161
+4,109
292
$1.11M 0.04%
5,909
-1,421
293
$1.1M 0.04%
6,467
-842
294
$1.08M 0.04%
2,957
+1,567
295
$1.07M 0.04%
24,947
-4,464
296
$1.05M 0.04%
5,313
+981
297
$1.05M 0.04%
3,582
+527
298
$1.04M 0.04%
8,884
-76
299
$1.04M 0.04%
12,367
+210
300
$1.04M 0.04%
19,242
-1,368
10 11
12
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