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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
1376
$32.1K ﹤0.01%
402
+219
1377
$32.1K ﹤0.01%
4,160
+4,143
1378
$32K ﹤0.01%
878
-35
1379
$32K ﹤0.01%
212
1380
$32K ﹤0.01%
82
+49
1381
$32K ﹤0.01%
620
1382
$31.9K ﹤0.01%
711
+363
1383
$31.9K ﹤0.01%
692
+479
1384
$31.8K ﹤0.01%
2,746
+100
1385
$31.8K ﹤0.01%
1,170
+1,134
1386
$31.8K ﹤0.01%
280
1387
$31.8K ﹤0.01%
715
1388
$31.8K ﹤0.01%
938
+743
1389
$31.7K ﹤0.01%
1,645
+408
1390
$31.7K ﹤0.01%
2,426
-20
1391
$31.7K ﹤0.01%
3,301
+1,942
1392
$31.6K ﹤0.01%
574
-14
1393
$31.4K ﹤0.01%
746
+734
1394
$31.3K ﹤0.01%
237
+4
1395
$31.3K ﹤0.01%
11,471
-2,929
1396
$31K ﹤0.01%
1,906
+1,519
1397
$31K ﹤0.01%
1,216
1398
$31K ﹤0.01%
238
+196
1399
$31K ﹤0.01%
+1,116
1400
$31K ﹤0.01%
+2,914
54 55
56
57 58