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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
876
$106K ﹤0.01%
10,975
+8
877
$106K ﹤0.01%
653
+37
878
$106K ﹤0.01%
2,568
+312
879
$105K ﹤0.01%
1,063
-190
880
$105K ﹤0.01%
1,928
+244
881
$105K ﹤0.01%
+9,513
882
$105K ﹤0.01%
1,657
-324
883
$104K ﹤0.01%
2,162
+1,934
884
$104K ﹤0.01%
704
+26
885
$104K ﹤0.01%
+3,075
886
$104K ﹤0.01%
1,002
-4
887
$103K ﹤0.01%
2,615
+150
888
$103K ﹤0.01%
3,488
+1,091
889
$102K ﹤0.01%
1,859
-688
890
$102K ﹤0.01%
+2,248
891
$102K ﹤0.01%
3,601
-747
892
$102K ﹤0.01%
1,852
+1,488
893
$101K ﹤0.01%
2,069
-1,432
894
$101K ﹤0.01%
+2,400
895
$100K ﹤0.01%
+2,573
896
$99.8K ﹤0.01%
1,000
897
$99.8K ﹤0.01%
2,796
+1,107
898
$99.7K ﹤0.01%
2,000
899
$99.5K ﹤0.01%
299
900
$99.3K ﹤0.01%
14,389
+8,173
34 35
36
37 38