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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
1276
$38.2K ﹤0.01%
3,523
-576
1277
$38.2K ﹤0.01%
3,469
+13
1278
$38.1K ﹤0.01%
+1,000
1279
$38.1K ﹤0.01%
2,675
1280
$38K ﹤0.01%
380
-596
1281
$38K ﹤0.01%
1,421
-126
1282
$37.9K ﹤0.01%
737
+52
1283
$37.9K ﹤0.01%
604
+25
1284
$37.7K ﹤0.01%
596
+522
1285
$37.7K ﹤0.01%
656
+245
1286
$37.5K ﹤0.01%
200
1287
$37.5K ﹤0.01%
218
+3
1288
$37.5K ﹤0.01%
739
+409
1289
$37.4K ﹤0.01%
257
+61
1290
$37.4K ﹤0.01%
+720
1291
$37.4K ﹤0.01%
223
1292
$37.3K ﹤0.01%
680
+2
1293
$36.9K ﹤0.01%
+2,884
1294
$36.9K ﹤0.01%
2,508
+8
1295
$36.9K ﹤0.01%
382
+44
1296
$36.7K ﹤0.01%
1,275
+651
1297
$36.5K ﹤0.01%
795
-1
1298
$36.5K ﹤0.01%
499
+213
1299
$36.3K ﹤0.01%
865
-2,741
1300
$36.2K ﹤0.01%
380
-88
50 51
52
53 54