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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
776
$144K 0.01%
3,011
-1,958
777
$143K 0.01%
5,771
-1,640
778
$142K 0.01%
1,445
+495
779
$141K 0.01%
5,412
+3,408
780
$140K ﹤0.01%
3,669
-140
781
$140K ﹤0.01%
1,703
-466
782
$140K ﹤0.01%
7,082
783
$140K ﹤0.01%
631
+476
784
$140K ﹤0.01%
2,465
-1,205
785
$139K ﹤0.01%
2,820
+2,168
786
$139K ﹤0.01%
1,985
787
$139K ﹤0.01%
739
+120
788
$139K ﹤0.01%
590
789
$138K ﹤0.01%
3,415
+2,741
790
$137K ﹤0.01%
300
+78
791
$136K ﹤0.01%
1,343
+1,258
792
$134K ﹤0.01%
4,877
+4,842
793
$133K ﹤0.01%
2,385
+115
794
$133K ﹤0.01%
2,676
-71
795
$133K ﹤0.01%
101
-16
796
$132K ﹤0.01%
2,681
+1,215
797
$131K ﹤0.01%
1,644
-1,129
798
$131K ﹤0.01%
3,354
-1,500
799
$131K ﹤0.01%
3,036
800
$131K ﹤0.01%
230
+52
30 31
32
33 34