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
1226
$42.6K ﹤0.01%
1,119
-383
1227
$42.5K ﹤0.01%
2,766
+1,644
1228
$42.4K ﹤0.01%
1,582
1229
$42.2K ﹤0.01%
1,858
+78
1230
$42K ﹤0.01%
1,072
+430
1231
$42K ﹤0.01%
303
1232
$42K ﹤0.01%
297
+27
1233
$42K ﹤0.01%
221
-108
1234
$41.9K ﹤0.01%
591
-319
1235
$41.6K ﹤0.01%
1,426
1236
$41.5K ﹤0.01%
+1,286
1237
$41.4K ﹤0.01%
160
+54
1238
$41.3K ﹤0.01%
764
+753
1239
$41.3K ﹤0.01%
1,024
+391
1240
$41K ﹤0.01%
1,340
+473
1241
$41K ﹤0.01%
+4,283
1242
$41K ﹤0.01%
+578
1243
$40.9K ﹤0.01%
2,389
+2,361
1244
$40.5K ﹤0.01%
1,014
+795
1245
$40.4K ﹤0.01%
1,126
+121
1246
$40.3K ﹤0.01%
1,011
+1,008
1247
$40.2K ﹤0.01%
802
-370
1248
$40.2K ﹤0.01%
305
-36
1249
$40.2K ﹤0.01%
1,015
+454
1250
$40.1K ﹤0.01%
4,047
+508
48 49
50
51 52