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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
926
$94.4K ﹤0.01%
1,986
-434
927
$93.7K ﹤0.01%
+1,900
928
$93.6K ﹤0.01%
1,593
929
$92.9K ﹤0.01%
+5,500
930
$92.6K ﹤0.01%
1,553
+407
931
$92.5K ﹤0.01%
915
+312
932
$92.3K ﹤0.01%
554
-6
933
$92.2K ﹤0.01%
1,048
-4,518
934
$92K ﹤0.01%
763
+105
935
$91.9K ﹤0.01%
2,277
936
$91.7K ﹤0.01%
+26,287
937
$91.4K ﹤0.01%
284
+155
938
$91.2K ﹤0.01%
3,517
+3,446
939
$90.9K ﹤0.01%
1,199
+239
940
$90.3K ﹤0.01%
3,493
+1,650
941
$89.8K ﹤0.01%
2,415
+485
942
$89.7K ﹤0.01%
138
+24
943
$89.7K ﹤0.01%
1,530
+120
944
$89.4K ﹤0.01%
638
+121
945
$89.3K ﹤0.01%
6,000
946
$88.8K ﹤0.01%
2,057
+464
947
$88.7K ﹤0.01%
1,322
-155
948
$88.6K ﹤0.01%
854
+11
949
$88.3K ﹤0.01%
1,419
+1
950
$88K ﹤0.01%
3,745
+1,040
36 37
38
39 40