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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
1701
$17.7K ﹤0.01%
108
+1
1702
$17.7K ﹤0.01%
1,262
+670
1703
$17.7K ﹤0.01%
822
-8
1704
$17.6K ﹤0.01%
+3,536
1705
$17.6K ﹤0.01%
164
-121
1706
$17.6K ﹤0.01%
51
+4
1707
$17.6K ﹤0.01%
489
+4
1708
$17.6K ﹤0.01%
2,626
+1,368
1709
$17.6K ﹤0.01%
3,258
+682
1710
$17.5K ﹤0.01%
2,915
+2,748
1711
$17.5K ﹤0.01%
217
+189
1712
$17.4K ﹤0.01%
840
+315
1713
$17.4K ﹤0.01%
213
+203
1714
$17.3K ﹤0.01%
144
-16
1715
$17.3K ﹤0.01%
6,380
+26
1716
$17.3K ﹤0.01%
+1,000
1717
$17.3K ﹤0.01%
+88
1718
$17.3K ﹤0.01%
85
+60
1719
$17.2K ﹤0.01%
225
-215
1720
$17.2K ﹤0.01%
215
-158
1721
$17.1K ﹤0.01%
2,123
-414
1722
$17.1K ﹤0.01%
5,441
1723
$17K ﹤0.01%
132
+64
1724
$17K ﹤0.01%
157
-1
1725
$17K ﹤0.01%
+140
67 68
69
70 71