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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
1751
$16.2K ﹤0.01%
+279
1752
$16.2K ﹤0.01%
50
1753
$16.2K ﹤0.01%
400
+194
1754
$16.2K ﹤0.01%
806
+317
1755
$16.1K ﹤0.01%
2
+1
1756
$16.1K ﹤0.01%
358
+5
1757
$16K ﹤0.01%
379
-4
1758
$16K ﹤0.01%
191
-92
1759
$15.9K ﹤0.01%
1,486
+1,376
1760
$15.9K ﹤0.01%
366
+78
1761
$15.9K ﹤0.01%
1,323
+1,166
1762
$15.9K ﹤0.01%
24
+15
1763
$15.8K ﹤0.01%
368
1764
$15.8K ﹤0.01%
+461
1765
$15.8K ﹤0.01%
89
-2
1766
$15.8K ﹤0.01%
625
-35
1767
$15.8K ﹤0.01%
1,759
-2,256
1768
$15.7K ﹤0.01%
243
-67
1769
$15.7K ﹤0.01%
120
1770
$15.7K ﹤0.01%
+2,346
1771
$15.6K ﹤0.01%
+710
1772
$15.6K ﹤0.01%
1,186
+16
1773
$15.6K ﹤0.01%
108
+98
1774
$15.5K ﹤0.01%
806
+350
1775
$15.5K ﹤0.01%
955
+947
69 70
71
72 73