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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
1401
$30.8K ﹤0.01%
6,000
1402
$30.8K ﹤0.01%
240
+27
1403
$30.8K ﹤0.01%
1,836
+1,499
1404
$30.8K ﹤0.01%
978
-431
1405
$30.7K ﹤0.01%
327
-66
1406
$30.7K ﹤0.01%
560
1407
$30.4K ﹤0.01%
244
1408
$30.3K ﹤0.01%
2,741
+1,940
1409
$30.2K ﹤0.01%
282
1410
$30.1K ﹤0.01%
+1,932
1411
$30.1K ﹤0.01%
+1,004
1412
$30.1K ﹤0.01%
3,766
+2,349
1413
$29.9K ﹤0.01%
1,003
+884
1414
$29.9K ﹤0.01%
1,818
-188
1415
$29.8K ﹤0.01%
+1,100
1416
$29.8K ﹤0.01%
99
+96
1417
$29.7K ﹤0.01%
1,026
+61
1418
$29.6K ﹤0.01%
1,065
-1,040
1419
$29.6K ﹤0.01%
786
+768
1420
$29.6K ﹤0.01%
2,050
1421
$29.6K ﹤0.01%
2,780
+1,315
1422
$29.5K ﹤0.01%
+1,040
1423
$29.5K ﹤0.01%
294
+178
1424
$29.4K ﹤0.01%
923
+4
1425
$29.4K ﹤0.01%
1,135
+345
55 56
57
58 59