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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
1351
$33.6K ﹤0.01%
969
+908
1352
$33.6K ﹤0.01%
1,466
+558
1353
$33.6K ﹤0.01%
805
+799
1354
$33.4K ﹤0.01%
521
+6
1355
$33.4K ﹤0.01%
78
+54
1356
$33.3K ﹤0.01%
+1,911
1357
$33.2K ﹤0.01%
322
+126
1358
$33.1K ﹤0.01%
1,342
+49
1359
$33.1K ﹤0.01%
910
-5,201
1360
$33K ﹤0.01%
1,246
-77
1361
$33K ﹤0.01%
1,787
+264
1362
$33K ﹤0.01%
+321
1363
$32.9K ﹤0.01%
397
+45
1364
$32.8K ﹤0.01%
194
-66
1365
$32.8K ﹤0.01%
454
-100
1366
$32.7K ﹤0.01%
2,684
+2,392
1367
$32.7K ﹤0.01%
2,170
+1
1368
$32.6K ﹤0.01%
4,722
1369
$32.6K ﹤0.01%
1,071
-27
1370
$32.6K ﹤0.01%
60
+21
1371
$32.4K ﹤0.01%
168
-186
1372
$32.3K ﹤0.01%
328
+25
1373
$32.3K ﹤0.01%
1,141
-5
1374
$32.2K ﹤0.01%
936
+219
1375
$32.1K ﹤0.01%
447
-82
53 54
55
56 57