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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
1826
$14.2K ﹤0.01%
4,086
1827
$14.2K ﹤0.01%
358
+296
1828
$14.1K ﹤0.01%
570
+494
1829
$14.1K ﹤0.01%
+12
1830
$14.1K ﹤0.01%
499
-478
1831
$14.1K ﹤0.01%
4,858
+2,600
1832
$14.1K ﹤0.01%
150
1833
$14K ﹤0.01%
107
-8
1834
$14K ﹤0.01%
319
+273
1835
$14K ﹤0.01%
76
1836
$14K ﹤0.01%
369
-623
1837
$13.9K ﹤0.01%
2,000
1838
$13.9K ﹤0.01%
1,710
-352
1839
$13.8K ﹤0.01%
298
+212
1840
$13.8K ﹤0.01%
+1,961
1841
$13.8K ﹤0.01%
427
+424
1842
$13.8K ﹤0.01%
1,493
+1,027
1843
$13.7K ﹤0.01%
274
+156
1844
$13.7K ﹤0.01%
2,860
1845
$13.7K ﹤0.01%
370
+125
1846
$13.7K ﹤0.01%
254
-65
1847
$13.7K ﹤0.01%
327
+207
1848
$13.6K ﹤0.01%
603
+193
1849
$13.6K ﹤0.01%
195
+45
1850
$13.6K ﹤0.01%
+259
72 73
74
75 76