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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
1576
$22.2K ﹤0.01%
1,169
+982
1577
$22.2K ﹤0.01%
675
+463
1578
$22.2K ﹤0.01%
739
+1
1579
$22.2K ﹤0.01%
1,143
-1,037
1580
$22.1K ﹤0.01%
+1,000
1581
$22.1K ﹤0.01%
565
-6
1582
$22.1K ﹤0.01%
+410
1583
$22.1K ﹤0.01%
717
+255
1584
$22K ﹤0.01%
195
-16
1585
$22K ﹤0.01%
798
+23
1586
$22K ﹤0.01%
749
+226
1587
$22K ﹤0.01%
233
-1
1588
$22K ﹤0.01%
1,088
-3
1589
$22K ﹤0.01%
+393
1590
$21.9K ﹤0.01%
1,367
+1,035
1591
$21.9K ﹤0.01%
991
+9
1592
$21.9K ﹤0.01%
1,000
1593
$21.8K ﹤0.01%
855
+471
1594
$21.8K ﹤0.01%
518
-156
1595
$21.8K ﹤0.01%
1,134
+485
1596
$21.8K ﹤0.01%
850
1597
$21.7K ﹤0.01%
940
+14
1598
$21.7K ﹤0.01%
1,221
-5
1599
$21.7K ﹤0.01%
114
+16
1600
$21.7K ﹤0.01%
897
+480
62 63
64
65 66