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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
726
$174K 0.01%
4,214
+117
727
$173K 0.01%
2,313
728
$173K 0.01%
16,181
+8,509
729
$172K 0.01%
1,424
-47
730
$172K 0.01%
493
+85
731
$172K 0.01%
8,985
-2,455
732
$172K 0.01%
1,554
+556
733
$172K 0.01%
2,229
+343
734
$171K 0.01%
3,434
-573
735
$171K 0.01%
1,869
+227
736
$169K 0.01%
2,758
-1,988
737
$168K 0.01%
3,094
+720
738
$168K 0.01%
2,014
+474
739
$168K 0.01%
873
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740
$168K 0.01%
1,022
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741
$168K 0.01%
4,321
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742
$167K 0.01%
2,301
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743
$166K 0.01%
1,405
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744
$165K 0.01%
677
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745
$165K 0.01%
2,280
+1,157
746
$165K 0.01%
2,246
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747
$164K 0.01%
2,420
-53
748
$162K 0.01%
6,303
+253
749
$162K 0.01%
1,576
+13
750
$162K 0.01%
1,633
-10
28 29
30
31 32