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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
751
$162K 0.01%
1,813
-584
752
$160K 0.01%
+3,329
753
$159K 0.01%
1,679
+1,478
754
$159K 0.01%
1,045
+505
755
$159K 0.01%
912
-41
756
$157K 0.01%
201
-47
757
$157K 0.01%
562
-10
758
$155K 0.01%
640
+442
759
$155K 0.01%
1,523
-926
760
$155K 0.01%
3,700
761
$155K 0.01%
7,418
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762
$154K 0.01%
3,115
-383
763
$153K 0.01%
1,363
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764
$153K 0.01%
1,581
+185
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$151K 0.01%
590
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766
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$151K 0.01%
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$150K 0.01%
1,612
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$149K 0.01%
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$148K 0.01%
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$148K 0.01%
2,072
-1,599
772
$148K 0.01%
3,191
+4
773
$146K 0.01%
12,590
+10,978
774
$146K 0.01%
9,067
+114
775
$144K 0.01%
1,631
+96
29 30
31
32 33