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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
1851
$13.6K ﹤0.01%
1,852
+12
1852
$13.6K ﹤0.01%
700
1853
$13.5K ﹤0.01%
441
+438
1854
$13.4K ﹤0.01%
1,097
-206
1855
$13.4K ﹤0.01%
2,000
1856
$13.4K ﹤0.01%
1,234
+24
1857
$13.4K ﹤0.01%
491
-324
1858
$13.4K ﹤0.01%
+485
1859
$13.4K ﹤0.01%
165
1860
$13.4K ﹤0.01%
+300
1861
$13.4K ﹤0.01%
314
+57
1862
$13.3K ﹤0.01%
168
+129
1863
$13.3K ﹤0.01%
+1,097
1864
$13.3K ﹤0.01%
157
-24
1865
$13.3K ﹤0.01%
441
+203
1866
$13.3K ﹤0.01%
1,004
1867
$13.2K ﹤0.01%
179
-3
1868
$13.2K ﹤0.01%
176
+162
1869
$13.2K ﹤0.01%
207
1870
$13.2K ﹤0.01%
152
+136
1871
$13.1K ﹤0.01%
561
1872
$13.1K ﹤0.01%
2,139
+580
1873
$13.1K ﹤0.01%
+337
1874
$13K ﹤0.01%
205
+171
1875
$13K ﹤0.01%
53
+25
73 74
75
76 77