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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
1501
$25.5K ﹤0.01%
387
1502
$25.4K ﹤0.01%
994
-2,815
1503
$25.4K ﹤0.01%
1,364
1504
$25.3K ﹤0.01%
1,318
+518
1505
$25.2K ﹤0.01%
144
+113
1506
$25.2K ﹤0.01%
2,436
+1,314
1507
$25.2K ﹤0.01%
1,305
+12
1508
$25.1K ﹤0.01%
2,793
+1,190
1509
$25.1K ﹤0.01%
611
-30
1510
$25K ﹤0.01%
+2,686
1511
$24.9K ﹤0.01%
1,573
1512
$24.9K ﹤0.01%
154
+1
1513
$24.8K ﹤0.01%
+1,041
1514
$24.7K ﹤0.01%
182
-163
1515
$24.7K ﹤0.01%
332
+15
1516
$24.6K ﹤0.01%
88
-31
1517
$24.6K ﹤0.01%
183
+41
1518
$24.5K ﹤0.01%
568
+420
1519
$24.5K ﹤0.01%
323
-553
1520
$24.5K ﹤0.01%
+3,655
1521
$24.4K ﹤0.01%
1,748
+205
1522
$24.4K ﹤0.01%
1,984
1523
$24.3K ﹤0.01%
491
+1
1524
$24.3K ﹤0.01%
898
-1,635
1525
$24.3K ﹤0.01%
81
-30
59 60
61
62 63