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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
1451
$28K ﹤0.01%
+1,221
1452
$27.9K ﹤0.01%
1,926
+115
1453
$27.9K ﹤0.01%
528
+152
1454
$27.9K ﹤0.01%
+911
1455
$27.9K ﹤0.01%
688
-103
1456
$27.9K ﹤0.01%
587
1457
$27.9K ﹤0.01%
+610
1458
$27.6K ﹤0.01%
1,460
-1,558
1459
$27.6K ﹤0.01%
247
-53
1460
$27.6K ﹤0.01%
+267
1461
$27.6K ﹤0.01%
+1,340
1462
$27.5K ﹤0.01%
600
1463
$27.4K ﹤0.01%
1,500
1464
$27.3K ﹤0.01%
1,932
-102
1465
$27.3K ﹤0.01%
206
+58
1466
$27.3K ﹤0.01%
+850
1467
$27.3K ﹤0.01%
6,265
1468
$27.2K ﹤0.01%
505
+205
1469
$27.2K ﹤0.01%
769
-55
1470
$27.1K ﹤0.01%
643
-222
1471
$27.1K ﹤0.01%
839
+10
1472
$27.1K ﹤0.01%
143
1473
$27K ﹤0.01%
1,334
-1,126
1474
$27K ﹤0.01%
643
-52
1475
$26.7K ﹤0.01%
442
+17
57 58
59
60 61