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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
551
$367K 0.01%
1,576
-74
552
$366K 0.01%
4,467
+336
553
$364K 0.01%
1,409
+835
554
$362K 0.01%
3,225
+1,286
555
$362K 0.01%
4,795
-28
556
$361K 0.01%
5,042
-819
557
$361K 0.01%
19,461
558
$360K 0.01%
2,023
+381
559
$360K 0.01%
154
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560
$359K 0.01%
4,700
+1,476
561
$359K 0.01%
6,320
+146
562
$358K 0.01%
7,355
-14
563
$353K 0.01%
3,907
+405
564
$353K 0.01%
17,747
+16,747
565
$347K 0.01%
4,200
+70
566
$347K 0.01%
3,988
+16
567
$345K 0.01%
3,765
+2
568
$345K 0.01%
4,646
-2,146
569
$344K 0.01%
1,663
+1,433
570
$343K 0.01%
6,398
571
$342K 0.01%
1,040
+2
572
$342K 0.01%
2,347
+1,778
573
$341K 0.01%
21,017
-11,818
574
$340K 0.01%
2,756
+2,004
575
$339K 0.01%
4,701
+3
21 22
23
24 25