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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
1551
$23.2K ﹤0.01%
600
+355
1552
$23.2K ﹤0.01%
1,280
+1,259
1553
$23.2K ﹤0.01%
683
+644
1554
$23.2K ﹤0.01%
386
-42
1555
$23.1K ﹤0.01%
143
+48
1556
$22.9K ﹤0.01%
812
+610
1557
$22.9K ﹤0.01%
+2,266
1558
$22.9K ﹤0.01%
913
1559
$22.9K ﹤0.01%
171
+122
1560
$22.9K ﹤0.01%
+798
1561
$22.8K ﹤0.01%
242
1562
$22.7K ﹤0.01%
115
+6
1563
$22.7K ﹤0.01%
187
+78
1564
$22.7K ﹤0.01%
202
1565
$22.6K ﹤0.01%
2,082
+1,082
1566
$22.6K ﹤0.01%
373
-33
1567
$22.5K ﹤0.01%
1,179
+64
1568
$22.5K ﹤0.01%
5,850
1569
$22.4K ﹤0.01%
+2,908
1570
$22.4K ﹤0.01%
174
+14
1571
$22.4K ﹤0.01%
+1,388
1572
$22.3K ﹤0.01%
546
-1,355
1573
$22.3K ﹤0.01%
740
-1,308
1574
$22.2K ﹤0.01%
130
1575
$22.2K ﹤0.01%
690
-126
61 62
63
64 65