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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
1876
$13K ﹤0.01%
1,000
1877
$13K ﹤0.01%
319
+287
1878
$13K ﹤0.01%
124
+26
1879
$12.9K ﹤0.01%
992
+434
1880
$12.9K ﹤0.01%
1,443
1881
$12.9K ﹤0.01%
+1,750
1882
$12.9K ﹤0.01%
423
+418
1883
$12.9K ﹤0.01%
245
+95
1884
$12.8K ﹤0.01%
+5,982
1885
$12.8K ﹤0.01%
2,077
+1,991
1886
$12.7K ﹤0.01%
305
+199
1887
$12.7K ﹤0.01%
+632
1888
$12.7K ﹤0.01%
961
+919
1889
$12.7K ﹤0.01%
1,285
+33
1890
$12.7K ﹤0.01%
166
+162
1891
$12.7K ﹤0.01%
41
+12
1892
$12.7K ﹤0.01%
1,321
+199
1893
$12.6K ﹤0.01%
829
-180
1894
$12.6K ﹤0.01%
250
+39
1895
$12.6K ﹤0.01%
488
-12
1896
$12.6K ﹤0.01%
423
+351
1897
$12.5K ﹤0.01%
+520
1898
$12.5K ﹤0.01%
877
+873
1899
$12.4K ﹤0.01%
277
-386
1900
$12.3K ﹤0.01%
+765
74 75
76
77 78