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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
701
$192K 0.01%
593
-51
702
$191K 0.01%
2,514
-3,850
703
$191K 0.01%
661
-147
704
$190K 0.01%
6,130
+5,678
705
$190K 0.01%
8,817
+150
706
$188K 0.01%
1,077
+190
707
$188K 0.01%
3,392
-1,187
708
$187K 0.01%
2,230
+1,288
709
$186K 0.01%
7,567
+440
710
$186K 0.01%
7,161
+7,111
711
$185K 0.01%
1,891
+176
712
$184K 0.01%
1,906
+276
713
$184K 0.01%
5,225
-690
714
$183K 0.01%
+2,672
715
$182K 0.01%
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716
$182K 0.01%
2,255
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717
$181K 0.01%
1,045
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718
$180K 0.01%
999
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719
$179K 0.01%
2,607
-2,520
720
$177K 0.01%
457
+84
721
$177K 0.01%
1,253
+114
722
$177K 0.01%
7,994
+128
723
$176K 0.01%
2,212
+508
724
$176K 0.01%
901
+110
725
$174K 0.01%
5,526
+4,922
27 28
29
30 31