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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
1626
$20.5K ﹤0.01%
+710
1627
$20.5K ﹤0.01%
333
1628
$20.5K ﹤0.01%
198
-19
1629
$20.5K ﹤0.01%
1,205
+540
1630
$20.4K ﹤0.01%
875
+77
1631
$20.4K ﹤0.01%
255
+250
1632
$20.3K ﹤0.01%
+1,295
1633
$20.3K ﹤0.01%
603
-49
1634
$20.3K ﹤0.01%
930
+136
1635
$20.2K ﹤0.01%
575
+66
1636
$20.2K ﹤0.01%
1,039
+633
1637
$20.2K ﹤0.01%
92
+3
1638
$20.2K ﹤0.01%
1,116
1639
$20.1K ﹤0.01%
1,037
+1,034
1640
$20K ﹤0.01%
1,011
+439
1641
$20K ﹤0.01%
989
+319
1642
$20K ﹤0.01%
244
+223
1643
$20K ﹤0.01%
5,305
+5
1644
$20K ﹤0.01%
5,400
1645
$19.9K ﹤0.01%
1,031
+188
1646
$19.8K ﹤0.01%
967
+946
1647
$19.7K ﹤0.01%
443
1648
$19.7K ﹤0.01%
+4,303
1649
$19.7K ﹤0.01%
307
+136
1650
$19.7K ﹤0.01%
10,000
64 65
66
67 68