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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
651
$229K 0.01%
3,978
+167
652
$229K 0.01%
2,457
+1,682
653
$228K 0.01%
3,388
+559
654
$227K 0.01%
3,392
-511
655
$227K 0.01%
5,096
-230
656
$227K 0.01%
2,480
+1,566
657
$226K 0.01%
984
+107
658
$226K 0.01%
+2,288
659
$223K 0.01%
349
-502
660
$220K 0.01%
482
+67
661
$220K 0.01%
892
-156
662
$220K 0.01%
10,663
+10,540
663
$220K 0.01%
2,894
+280
664
$220K 0.01%
4,589
+2,305
665
$219K 0.01%
4,629
-2,472
666
$218K 0.01%
3,483
+196
667
$218K 0.01%
6,375
+3,125
668
$218K 0.01%
6,989
+4,641
669
$216K 0.01%
4,288
+131
670
$216K 0.01%
4,182
-1,394
671
$213K 0.01%
11,632
+6,895
672
$212K 0.01%
8,645
+3,925
673
$212K 0.01%
7,771
+1,127
674
$211K 0.01%
3,704
-1,446
675
$210K 0.01%
1,834
+680
25 26
27
28 29