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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
1776
$15.5K ﹤0.01%
143
-70
1777
$15.5K ﹤0.01%
188
+20
1778
$15.5K ﹤0.01%
412
+297
1779
$15.5K ﹤0.01%
200
-3
1780
$15.4K ﹤0.01%
+470
1781
$15.3K ﹤0.01%
201
+120
1782
$15.3K ﹤0.01%
53
-19
1783
$15.3K ﹤0.01%
361
+178
1784
$15.2K ﹤0.01%
93
-918
1785
$15.2K ﹤0.01%
456
+2
1786
$15.2K ﹤0.01%
511
+340
1787
$15.2K ﹤0.01%
2,300
1788
$15.2K ﹤0.01%
556
+110
1789
$15.2K ﹤0.01%
98
+35
1790
$15.2K ﹤0.01%
372
+313
1791
$15.1K ﹤0.01%
89
+88
1792
$15.1K ﹤0.01%
600
+566
1793
$15K ﹤0.01%
300
1794
$15K ﹤0.01%
851
+100
1795
$15K ﹤0.01%
678
+590
1796
$15K ﹤0.01%
525
+6
1797
$15K ﹤0.01%
87
-121
1798
$15K ﹤0.01%
399
+2
1799
$14.8K ﹤0.01%
837
+826
1800
$14.8K ﹤0.01%
438
-8
70 71
72
73 74