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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
826
$126K ﹤0.01%
4,922
827
$126K ﹤0.01%
5,153
-68
828
$124K ﹤0.01%
401
-200
829
$124K ﹤0.01%
478
+158
830
$124K ﹤0.01%
2,856
-283
831
$123K ﹤0.01%
4,183
+3,043
832
$123K ﹤0.01%
2,724
-331
833
$123K ﹤0.01%
778
+77
834
$122K ﹤0.01%
726
-304
835
$122K ﹤0.01%
5,089
+315
836
$122K ﹤0.01%
1,147
-483
837
$122K ﹤0.01%
1,715
+25
838
$122K ﹤0.01%
555
+130
839
$122K ﹤0.01%
1,739
+1,325
840
$121K ﹤0.01%
15,137
+2,561
841
$121K ﹤0.01%
1,704
+296
842
$121K ﹤0.01%
1,347
+63
843
$121K ﹤0.01%
1,960
+930
844
$120K ﹤0.01%
1,426
845
$120K ﹤0.01%
1,340
-133
846
$119K ﹤0.01%
1,769
-36
847
$119K ﹤0.01%
3,463
-142
848
$118K ﹤0.01%
1,001
+70
849
$118K ﹤0.01%
1,067
-60
850
$118K ﹤0.01%
1,294
+457
32 33
34
35 36