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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
1251
$40K ﹤0.01%
914
+5
1252
$40K ﹤0.01%
444
-28
1253
$39.9K ﹤0.01%
746
+6
1254
$39.9K ﹤0.01%
855
+4
1255
$39.9K ﹤0.01%
10,000
1256
$39.9K ﹤0.01%
386
1257
$39.9K ﹤0.01%
1,054
+180
1258
$39.8K ﹤0.01%
1,486
1259
$39.7K ﹤0.01%
300
1260
$39.7K ﹤0.01%
518
1261
$39.7K ﹤0.01%
833
+183
1262
$39.6K ﹤0.01%
152
+81
1263
$39.6K ﹤0.01%
622
+394
1264
$39.3K ﹤0.01%
2,065
-994
1265
$39.2K ﹤0.01%
166
+49
1266
$39.2K ﹤0.01%
1,330
+1,015
1267
$39.2K ﹤0.01%
389
+2
1268
$39.2K ﹤0.01%
6,504
+6,500
1269
$39.2K ﹤0.01%
833
-108
1270
$38.9K ﹤0.01%
+3,000
1271
$38.7K ﹤0.01%
1,490
-90
1272
$38.6K ﹤0.01%
249
-359
1273
$38.5K ﹤0.01%
459
1274
$38.3K ﹤0.01%
461
+442
1275
$38.2K ﹤0.01%
1,423
+69
49 50
51
52 53