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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
676
$210K 0.01%
3,932
-108
677
$209K 0.01%
801
+226
678
$208K 0.01%
2,837
+260
679
$208K 0.01%
3,088
+1,551
680
$208K 0.01%
2,825
+162
681
$207K 0.01%
7,145
+1,026
682
$206K 0.01%
8,994
-969
683
$206K 0.01%
2,345
+1,760
684
$205K 0.01%
3,561
+916
685
$205K 0.01%
1,971
-147
686
$204K 0.01%
+2,030
687
$201K 0.01%
844
-23
688
$201K 0.01%
1,676
-631
689
$201K 0.01%
49,677
-786
690
$200K 0.01%
5,241
+4,869
691
$199K 0.01%
6,070
-7,505
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$198K 0.01%
1,394
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693
$198K 0.01%
6,476
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$197K 0.01%
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-196
695
$197K 0.01%
9,150
-1,205
696
$197K 0.01%
13,444
+8
697
$196K 0.01%
1,479
+567
698
$195K 0.01%
10,059
+80
699
$195K 0.01%
5,659
+2,120
700
$192K 0.01%
862
+3
26 27
28
29 30