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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
851
$118K ﹤0.01%
1,215
+15
852
$118K ﹤0.01%
607
-197
853
$117K ﹤0.01%
142
+116
854
$116K ﹤0.01%
570
+88
855
$115K ﹤0.01%
1,864
+157
856
$115K ﹤0.01%
5,489
857
$115K ﹤0.01%
993
+171
858
$115K ﹤0.01%
7,823
+2,379
859
$113K ﹤0.01%
4,662
860
$113K ﹤0.01%
997
+171
861
$111K ﹤0.01%
2,542
+2
862
$111K ﹤0.01%
452
-584
863
$110K ﹤0.01%
1,309
-535
864
$110K ﹤0.01%
6,621
+4
865
$110K ﹤0.01%
775
+760
866
$109K ﹤0.01%
2,052
+33
867
$109K ﹤0.01%
4,158
+17
868
$109K ﹤0.01%
738
+254
869
$108K ﹤0.01%
1,136
-1,356
870
$107K ﹤0.01%
1,443
-2,372
871
$107K ﹤0.01%
778
+475
872
$106K ﹤0.01%
1,159
+589
873
$106K ﹤0.01%
757
+47
874
$106K ﹤0.01%
3,074
+2,674
875
$106K ﹤0.01%
1,576
-308
33 34
35
36 37