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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
1726
$17K ﹤0.01%
144
+3
1727
$17K ﹤0.01%
35
-8
1728
$17K ﹤0.01%
+1,379
1729
$16.9K ﹤0.01%
1,607
+1,002
1730
$16.9K ﹤0.01%
+271
1731
$16.8K ﹤0.01%
386
1732
$16.7K ﹤0.01%
376
+77
1733
$16.7K ﹤0.01%
457
-87
1734
$16.7K ﹤0.01%
701
+191
1735
$16.7K ﹤0.01%
237
+159
1736
$16.6K ﹤0.01%
633
+589
1737
$16.6K ﹤0.01%
49
+35
1738
$16.6K ﹤0.01%
417
-6
1739
$16.6K ﹤0.01%
290
+14
1740
$16.6K ﹤0.01%
+2,726
1741
$16.5K ﹤0.01%
+365
1742
$16.5K ﹤0.01%
106
+103
1743
$16.5K ﹤0.01%
+387
1744
$16.5K ﹤0.01%
500
1745
$16.5K ﹤0.01%
332
+4
1746
$16.5K ﹤0.01%
718
-593
1747
$16.3K ﹤0.01%
849
+265
1748
$16.2K ﹤0.01%
251
+140
1749
$16.2K ﹤0.01%
1,728
+1,468
1750
$16.2K ﹤0.01%
+500
68 69
70
71 72