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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
1901
$12.3K ﹤0.01%
435
+346
1902
$12.3K ﹤0.01%
53
+1
1903
$12.3K ﹤0.01%
838
+811
1904
$12.3K ﹤0.01%
198
1905
$12.3K ﹤0.01%
258
1906
$12.2K ﹤0.01%
1,744
-30
1907
$12.2K ﹤0.01%
518
-6
1908
$12.2K ﹤0.01%
49
-2
1909
$12.2K ﹤0.01%
+1,313
1910
$12.2K ﹤0.01%
+500
1911
$12.2K ﹤0.01%
924
1912
$12.1K ﹤0.01%
1,000
1913
$12.1K ﹤0.01%
1,538
+1,513
1914
$12.1K ﹤0.01%
89
-460
1915
$12.1K ﹤0.01%
59
1916
$12.1K ﹤0.01%
401
1917
$12.1K ﹤0.01%
+1,000
1918
$11.9K ﹤0.01%
224
+1
1919
$11.9K ﹤0.01%
21
+5
1920
$11.9K ﹤0.01%
1,297
-442
1921
$11.9K ﹤0.01%
128
+112
1922
$11.9K ﹤0.01%
40
1923
$11.8K ﹤0.01%
778
+177
1924
$11.7K ﹤0.01%
1,303
+868
1925
$11.7K ﹤0.01%
620
+616
75 76
77
78 79