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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
1651
$19.7K ﹤0.01%
300
1652
$19.7K ﹤0.01%
185
+136
1653
$19.6K ﹤0.01%
149
+14
1654
$19.5K ﹤0.01%
593
-411
1655
$19.4K ﹤0.01%
480
+11
1656
$19.3K ﹤0.01%
1,187
+1,036
1657
$19.3K ﹤0.01%
218
1658
$19.3K ﹤0.01%
244
1659
$19.3K ﹤0.01%
618
-433
1660
$19.3K ﹤0.01%
577
1661
$19.2K ﹤0.01%
931
-1,957
1662
$19.1K ﹤0.01%
556
-1
1663
$19.1K ﹤0.01%
7,954
+590
1664
$19.1K ﹤0.01%
+1,754
1665
$19.1K ﹤0.01%
399
-1,163
1666
$19.1K ﹤0.01%
629
-57
1667
$19K ﹤0.01%
413
-834
1668
$18.9K ﹤0.01%
195
1669
$18.9K ﹤0.01%
507
+300
1670
$18.9K ﹤0.01%
1,748
+1,137
1671
$18.9K ﹤0.01%
1,579
-153
1672
$18.9K ﹤0.01%
1,255
-991
1673
$18.8K ﹤0.01%
204
+15
1674
$18.6K ﹤0.01%
145
+88
1675
$18.6K ﹤0.01%
261
+28
65 66
67
68 69