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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
976
$79.7K ﹤0.01%
930
+329
977
$79.5K ﹤0.01%
3,361
-1,203
978
$79.5K ﹤0.01%
3,088
+588
979
$79.4K ﹤0.01%
631
-5
980
$79.4K ﹤0.01%
1,081
-80
981
$79.3K ﹤0.01%
1,287
+3
982
$79.2K ﹤0.01%
3,487
-4
983
$78.9K ﹤0.01%
1,322
+369
984
$78.9K ﹤0.01%
476
985
$78.7K ﹤0.01%
3,215
-988
986
$78.6K ﹤0.01%
1,184
+510
987
$78.6K ﹤0.01%
791
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988
$78.4K ﹤0.01%
735
+117
989
$78.3K ﹤0.01%
1,385
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990
$78K ﹤0.01%
860
-154
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$77.5K ﹤0.01%
827
-526
992
$77.3K ﹤0.01%
792
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993
$76.9K ﹤0.01%
190
-42
994
$76.8K ﹤0.01%
+1,893
995
$76.5K ﹤0.01%
3,102
996
$76.3K ﹤0.01%
509
+261
997
$76.1K ﹤0.01%
1,120
-6,937
998
$75.8K ﹤0.01%
876
999
$75.8K ﹤0.01%
3,650
1000
$75.7K ﹤0.01%
7,966
+4,466
38 39
40
41 42