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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
1176
$48.2K ﹤0.01%
1,365
-11
1177
$47.8K ﹤0.01%
204
+104
1178
$47.8K ﹤0.01%
+5,243
1179
$47.7K ﹤0.01%
1,967
+1,923
1180
$47.7K ﹤0.01%
851
+469
1181
$47.7K ﹤0.01%
3,103
+2,985
1182
$47.6K ﹤0.01%
536
+399
1183
$47.6K ﹤0.01%
641
+638
1184
$47.5K ﹤0.01%
377
-45
1185
$46.8K ﹤0.01%
3,000
1186
$46.7K ﹤0.01%
5,328
+14
1187
$46.7K ﹤0.01%
611
+571
1188
$46.5K ﹤0.01%
1,225
+6
1189
$46.5K ﹤0.01%
520
+120
1190
$46.4K ﹤0.01%
1,657
+1,429
1191
$46.1K ﹤0.01%
1,115
1192
$46K ﹤0.01%
1,590
-579
1193
$45.9K ﹤0.01%
2,164
+2
1194
$45.8K ﹤0.01%
142
+9
1195
$45.8K ﹤0.01%
1,854
+1,754
1196
$45.6K ﹤0.01%
+2,500
1197
$45.5K ﹤0.01%
237
+228
1198
$45.3K ﹤0.01%
820
-9
1199
$45.2K ﹤0.01%
952
+4
1200
$45.1K ﹤0.01%
547
-238
46 47
48
49 50