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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
1301
$36.2K ﹤0.01%
225
+15
1302
$36.2K ﹤0.01%
1,615
+76
1303
$36K ﹤0.01%
1,402
-6,183
1304
$36K ﹤0.01%
3,949
1305
$36K ﹤0.01%
543
1306
$35.8K ﹤0.01%
1,918
+40
1307
$35.8K ﹤0.01%
1,261
+35
1308
$35.8K ﹤0.01%
487
+197
1309
$35.8K ﹤0.01%
20
-14
1310
$35.8K ﹤0.01%
3,979
+2,089
1311
$35.8K ﹤0.01%
207
+90
1312
$35.5K ﹤0.01%
1,600
1313
$35.4K ﹤0.01%
1,715
+68
1314
$35.3K ﹤0.01%
542
+444
1315
$35.3K ﹤0.01%
12,849
1316
$35.3K ﹤0.01%
3,140
+457
1317
$35.3K ﹤0.01%
216
-8
1318
$35.2K ﹤0.01%
693
-218
1319
$35.2K ﹤0.01%
1,503
+182
1320
$35.1K ﹤0.01%
752
-212
1321
$35.1K ﹤0.01%
131
-19
1322
$35K ﹤0.01%
1,487
+263
1323
$34.9K ﹤0.01%
339
1324
$34.8K ﹤0.01%
472
1325
$34.8K ﹤0.01%
748
-137
51 52
53
54 55