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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
426
$560K 0.02%
781
-49
427
$559K 0.02%
4,985
-985
428
$558K 0.02%
5,124
-91
429
$557K 0.02%
5,953
+1,589
430
$556K 0.02%
453
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431
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34,619
-2,216
432
$555K 0.02%
3,810
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433
$554K 0.02%
6,415
-261
434
$553K 0.02%
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435
$553K 0.02%
17,599
-3,211
436
$553K 0.02%
2,249
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$552K 0.02%
7,315
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439
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24,400
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$539K 0.02%
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-1,536
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$533K 0.02%
2,559
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$532K 0.02%
16,862
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448
$529K 0.02%
3,250
+3,170
449
$522K 0.02%
19,811
-3,578
450
$521K 0.02%
14,667
+2,437
16 17
18
19 20