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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
1326
$34.8K ﹤0.01%
421
-114
1327
$34.7K ﹤0.01%
604
+202
1328
$34.7K ﹤0.01%
1,000
1329
$34.7K ﹤0.01%
1,860
+553
1330
$34.7K ﹤0.01%
514
1331
$34.6K ﹤0.01%
198
-18
1332
$34.6K ﹤0.01%
232
+20
1333
$34.5K ﹤0.01%
2,000
1334
$34.5K ﹤0.01%
+5,658
1335
$34.4K ﹤0.01%
69
+6
1336
$34.4K ﹤0.01%
11,030
+7,399
1337
$34.4K ﹤0.01%
433
-1,053
1338
$34.3K ﹤0.01%
1,840
+915
1339
$34.3K ﹤0.01%
274
-372
1340
$34.2K ﹤0.01%
2,602
+2,563
1341
$34.1K ﹤0.01%
1,352
+1,257
1342
$34K ﹤0.01%
1,176
+628
1343
$33.9K ﹤0.01%
312
-332
1344
$33.9K ﹤0.01%
413
-431
1345
$33.9K ﹤0.01%
502
-14
1346
$33.8K ﹤0.01%
726
+12
1347
$33.8K ﹤0.01%
1,000
1348
$33.7K ﹤0.01%
503
-941
1349
$33.7K ﹤0.01%
1,220
1350
$33.7K ﹤0.01%
821
+445
52 53
54
55 56