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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
1476
$26.4K ﹤0.01%
252
1477
$26.4K ﹤0.01%
+1,000
1478
$26.4K ﹤0.01%
595
+459
1479
$26.4K ﹤0.01%
821
-262
1480
$26.3K ﹤0.01%
1,508
+1,202
1481
$26.2K ﹤0.01%
214
-505
1482
$26.2K ﹤0.01%
1,251
+130
1483
$26.1K ﹤0.01%
200
-2
1484
$26K ﹤0.01%
1,700
1485
$26K ﹤0.01%
354
+343
1486
$25.9K ﹤0.01%
1,131
+1,129
1487
$25.9K ﹤0.01%
145
-48
1488
$25.9K ﹤0.01%
1,831
+1,484
1489
$25.9K ﹤0.01%
11,100
+1,100
1490
$25.9K ﹤0.01%
195
+190
1491
$25.8K ﹤0.01%
1,515
+45
1492
$25.7K ﹤0.01%
337
+125
1493
$25.7K ﹤0.01%
544
+24
1494
$25.7K ﹤0.01%
361
-307
1495
$25.7K ﹤0.01%
1,481
+1,292
1496
$25.7K ﹤0.01%
2,022
+262
1497
$25.6K ﹤0.01%
312
+92
1498
$25.6K ﹤0.01%
493
+109
1499
$25.5K ﹤0.01%
113
1500
$25.5K ﹤0.01%
444
+100
58 59
60
61 62