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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
1601
$21.7K ﹤0.01%
332
-39
1602
$21.6K ﹤0.01%
428
+100
1603
$21.6K ﹤0.01%
65
+3
1604
$21.5K ﹤0.01%
779
+695
1605
$21.5K ﹤0.01%
222
1606
$21.4K ﹤0.01%
858
-328
1607
$21.4K ﹤0.01%
376
-129
1608
$21.3K ﹤0.01%
432
1609
$21.2K ﹤0.01%
161
+51
1610
$21.2K ﹤0.01%
+92
1611
$21.1K ﹤0.01%
284
-7
1612
$21.1K ﹤0.01%
92
1613
$21.1K ﹤0.01%
2,351
1614
$21.1K ﹤0.01%
13,527
+27
1615
$21.1K ﹤0.01%
1,000
1616
$21K ﹤0.01%
200
-1,055
1617
$20.9K ﹤0.01%
83
-430
1618
$20.9K ﹤0.01%
246
+22
1619
$20.8K ﹤0.01%
388
-841
1620
$20.8K ﹤0.01%
270
-79
1621
$20.7K ﹤0.01%
596
+200
1622
$20.7K ﹤0.01%
216
+136
1623
$20.6K ﹤0.01%
176
+24
1624
$20.6K ﹤0.01%
284
-147
1625
$20.5K ﹤0.01%
183
+105
63 64
65
66 67