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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
1051
$64.3K ﹤0.01%
123
-28
1052
$64.2K ﹤0.01%
904
+167
1053
$64.2K ﹤0.01%
1,383
+63
1054
$64K ﹤0.01%
2,255
+390
1055
$64K ﹤0.01%
839
+565
1056
$64K ﹤0.01%
1,305
1057
$63.9K ﹤0.01%
2,721
+1
1058
$63.6K ﹤0.01%
615
-274
1059
$63.4K ﹤0.01%
2,553
+719
1060
$63.4K ﹤0.01%
2,650
1061
$63.4K ﹤0.01%
360
+170
1062
$63.3K ﹤0.01%
2,528
1063
$63.2K ﹤0.01%
795
+208
1064
$62.8K ﹤0.01%
5,000
1065
$62.7K ﹤0.01%
317
-62
1066
$62.6K ﹤0.01%
1,436
1067
$62.4K ﹤0.01%
1,087
+21
1068
$62.4K ﹤0.01%
697
1069
$62.4K ﹤0.01%
7,069
+6,524
1070
$62.4K ﹤0.01%
3,949
+3,595
1071
$62.4K ﹤0.01%
738
+687
1072
$62.2K ﹤0.01%
277
-2
1073
$62.1K ﹤0.01%
735
-87
1074
$61.6K ﹤0.01%
1,249
-1,472
1075
$61.5K ﹤0.01%
709
-9
41 42
43
44 45