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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
1676
$18.6K ﹤0.01%
3,000
+2,000
1677
$18.6K ﹤0.01%
152
+7
1678
$18.5K ﹤0.01%
524
+169
1679
$18.5K ﹤0.01%
75
+14
1680
$18.4K ﹤0.01%
409
+45
1681
$18.4K ﹤0.01%
1,369
+213
1682
$18.3K ﹤0.01%
2,293
+96
1683
$18.3K ﹤0.01%
63
+36
1684
$18.3K ﹤0.01%
500
1685
$18.2K ﹤0.01%
828
+747
1686
$18.2K ﹤0.01%
191
+3
1687
$18.2K ﹤0.01%
742
+349
1688
$18.1K ﹤0.01%
369
+48
1689
$18.1K ﹤0.01%
426
+275
1690
$18.1K ﹤0.01%
1,351
+371
1691
$18K ﹤0.01%
267
+258
1692
$17.9K ﹤0.01%
285
1693
$17.8K ﹤0.01%
172
+1
1694
$17.8K ﹤0.01%
1,154
+339
1695
$17.8K ﹤0.01%
+304
1696
$17.8K ﹤0.01%
+471
1697
$17.8K ﹤0.01%
+1,305
1698
$17.7K ﹤0.01%
+489
1699
$17.7K ﹤0.01%
1,453
+1,375
1700
$17.7K ﹤0.01%
500
-95
66 67
68
69 70