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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
951
$87.6K ﹤0.01%
1,738
-62
952
$87.4K ﹤0.01%
1,535
+478
953
$87.2K ﹤0.01%
1,110
-205
954
$86.4K ﹤0.01%
2,764
+2,498
955
$86.1K ﹤0.01%
970
-4
956
$86.1K ﹤0.01%
977
+7
957
$85.9K ﹤0.01%
1,876
-568
958
$85.7K ﹤0.01%
6,872
959
$84.6K ﹤0.01%
144
+68
960
$84.1K ﹤0.01%
44
-5
961
$83.9K ﹤0.01%
1,050
+337
962
$83.6K ﹤0.01%
26,059
963
$83.1K ﹤0.01%
4,255
+895
964
$82.6K ﹤0.01%
619
+87
965
$82.3K ﹤0.01%
1,281
+15
966
$82.3K ﹤0.01%
308
+50
967
$82K ﹤0.01%
1,113
+27
968
$81.4K ﹤0.01%
1,038
+11
969
$81K ﹤0.01%
3,926
970
$81K ﹤0.01%
1,548
+803
971
$80.6K ﹤0.01%
2,352
-551
972
$80.5K ﹤0.01%
11,297
+699
973
$80.4K ﹤0.01%
1,342
-151
974
$80.4K ﹤0.01%
969
-545
975
$80.2K ﹤0.01%
375
+1
37 38
39
40 41