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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
1526
$24.2K ﹤0.01%
384
1527
$24.1K ﹤0.01%
1,000
1528
$24K ﹤0.01%
1,239
1529
$24K ﹤0.01%
288
+4
1530
$24K ﹤0.01%
167
+7
1531
$23.8K ﹤0.01%
396
+321
1532
$23.8K ﹤0.01%
364
+174
1533
$23.7K ﹤0.01%
571
1534
$23.6K ﹤0.01%
451
-44
1535
$23.5K ﹤0.01%
5,184
+4,041
1536
$23.5K ﹤0.01%
4,890
+3,093
1537
$23.5K ﹤0.01%
560
-668
1538
$23.5K ﹤0.01%
1,145
-563
1539
$23.5K ﹤0.01%
354
+286
1540
$23.5K ﹤0.01%
239
+213
1541
$23.4K ﹤0.01%
2,152
-326
1542
$23.4K ﹤0.01%
85
-26
1543
$23.4K ﹤0.01%
492
-341
1544
$23.3K ﹤0.01%
149
+30
1545
$23.3K ﹤0.01%
16,071
+10,325
1546
$23.3K ﹤0.01%
796
-245
1547
$23.3K ﹤0.01%
2,076
1548
$23.3K ﹤0.01%
2,912
+1,392
1549
$23.3K ﹤0.01%
1,461
+421
1550
$23.2K ﹤0.01%
1,373
-109
60 61
62
63 64