We are live on ! Find out more
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
1126
$53.7K ﹤0.01%
750
+54
1127
$53.6K ﹤0.01%
+6,887
1128
$53.5K ﹤0.01%
2,317
+46
1129
$53.4K ﹤0.01%
+1,953
1130
$53.2K ﹤0.01%
983
-416
1131
$53.2K ﹤0.01%
652
1132
$53.1K ﹤0.01%
402
+353
1133
$53K ﹤0.01%
4,100
+3,562
1134
$53K ﹤0.01%
1,063
1135
$52.8K ﹤0.01%
3,633
-143
1136
$52.5K ﹤0.01%
2,400
+1,900
1137
$52.4K ﹤0.01%
522
+255
1138
$52.3K ﹤0.01%
1,307
+741
1139
$52.1K ﹤0.01%
+1,608
1140
$52K ﹤0.01%
418
+68
1141
$52K ﹤0.01%
614
+493
1142
$51.9K ﹤0.01%
+2,407
1143
$51.8K ﹤0.01%
325
-1
1144
$51.5K ﹤0.01%
382
+48
1145
$51.5K ﹤0.01%
553
-1,781
1146
$51.4K ﹤0.01%
754
-38
1147
$51.4K ﹤0.01%
815
+101
1148
$51.4K ﹤0.01%
336
-22
1149
$51.2K ﹤0.01%
775
+600
1150
$51K ﹤0.01%
729
+1
44 45
46
47 48