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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
1426
$29.2K ﹤0.01%
379
+14
1427
$29.2K ﹤0.01%
313
1428
$29.1K ﹤0.01%
728
+341
1429
$29.1K ﹤0.01%
402
+292
1430
$29.1K ﹤0.01%
179
+2
1431
$29.1K ﹤0.01%
689
-130
1432
$29K ﹤0.01%
849
-43
1433
$28.9K ﹤0.01%
264
+9
1434
$28.9K ﹤0.01%
399
+13
1435
$28.8K ﹤0.01%
246
1436
$28.8K ﹤0.01%
542
+21
1437
$28.7K ﹤0.01%
1,500
1438
$28.6K ﹤0.01%
506
+111
1439
$28.5K ﹤0.01%
789
+773
1440
$28.5K ﹤0.01%
1,056
+893
1441
$28.5K ﹤0.01%
2,000
1442
$28.4K ﹤0.01%
387
-7
1443
$28.4K ﹤0.01%
751
+159
1444
$28.3K ﹤0.01%
878
-15
1445
$28.3K ﹤0.01%
4,413
1446
$28.2K ﹤0.01%
2,001
+1,574
1447
$28.2K ﹤0.01%
284
-113
1448
$28.1K ﹤0.01%
238
+136
1449
$28.1K ﹤0.01%
+2,063
1450
$28K ﹤0.01%
2,852
56 57
58
59 60