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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
1076
$61.3K ﹤0.01%
925
1077
$61.3K ﹤0.01%
1,363
+366
1078
$61.1K ﹤0.01%
4,001
+1
1079
$61K ﹤0.01%
367
1080
$60.8K ﹤0.01%
196
-16
1081
$60.7K ﹤0.01%
2,724
+73
1082
$60.5K ﹤0.01%
2,216
+302
1083
$60.4K ﹤0.01%
658
-34
1084
$60K ﹤0.01%
744
-817
1085
$59.5K ﹤0.01%
628
+123
1086
$59.5K ﹤0.01%
2,600
1087
$59.4K ﹤0.01%
2,404
+299
1088
$59.3K ﹤0.01%
+6,998
1089
$59.2K ﹤0.01%
998
+24
1090
$59K ﹤0.01%
704
+703
1091
$58.7K ﹤0.01%
161
+33
1092
$58.4K ﹤0.01%
+899
1093
$58.4K ﹤0.01%
1,640
+2
1094
$58.1K ﹤0.01%
9,387
+3,464
1095
$58.1K ﹤0.01%
2,669
+469
1096
$57.9K ﹤0.01%
451
+394
1097
$57.9K ﹤0.01%
1,115
1098
$57.8K ﹤0.01%
1,293
+158
1099
$57.7K ﹤0.01%
409
1100
$57.3K ﹤0.01%
1,500
42 43
44
45 46