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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
1151
$50.9K ﹤0.01%
1,456
+1,189
1152
$50.9K ﹤0.01%
455
-4,196
1153
$50.6K ﹤0.01%
4,000
+1,000
1154
$50.6K ﹤0.01%
1,151
1155
$50.3K ﹤0.01%
+605
1156
$50K ﹤0.01%
2,000
1157
$49.8K ﹤0.01%
3,305
+1,304
1158
$49.8K ﹤0.01%
2,214
1159
$49.8K ﹤0.01%
2,136
+86
1160
$49.7K ﹤0.01%
5,587
+5,543
1161
$49.5K ﹤0.01%
310
-389
1162
$49.3K ﹤0.01%
1,000
1163
$49.2K ﹤0.01%
667
+2
1164
$49.2K ﹤0.01%
657
+157
1165
$49.2K ﹤0.01%
269
-2
1166
$49K ﹤0.01%
37,700
1167
$48.9K ﹤0.01%
341
-180
1168
$48.8K ﹤0.01%
10,117
-3,950
1169
$48.6K ﹤0.01%
642
-275
1170
$48.6K ﹤0.01%
17,813
+10,886
1171
$48.6K ﹤0.01%
1,943
-11,652
1172
$48.5K ﹤0.01%
1,387
+378
1173
$48.4K ﹤0.01%
+400
1174
$48.3K ﹤0.01%
+1,248
1175
$48.2K ﹤0.01%
1,569
+283
45 46
47
48 49