We are live on ! Find out more
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
1951
$11.2K ﹤0.01%
427
+62
1952
$11.1K ﹤0.01%
138
-205
1953
$11.1K ﹤0.01%
834
-46
1954
$11.1K ﹤0.01%
159
+149
1955
$11.1K ﹤0.01%
104
-86
1956
$11.1K ﹤0.01%
+600
1957
$11.1K ﹤0.01%
2,045
-1,741
1958
$11K ﹤0.01%
588
-29
1959
$11K ﹤0.01%
667
+297
1960
$11K ﹤0.01%
135
+79
1961
$10.9K ﹤0.01%
80
-70
1962
$10.9K ﹤0.01%
200
1963
$10.9K ﹤0.01%
212
-234
1964
$10.9K ﹤0.01%
409
+381
1965
$10.9K ﹤0.01%
219
-242
1966
$10.9K ﹤0.01%
287
+284
1967
$10.8K ﹤0.01%
1,885
1968
$10.8K ﹤0.01%
190
+48
1969
$10.8K ﹤0.01%
320
+17
1970
$10.8K ﹤0.01%
+1,357
1971
$10.8K ﹤0.01%
274
+144
1972
$10.7K ﹤0.01%
380
+130
1973
$10.7K ﹤0.01%
226
-249
1974
$10.7K ﹤0.01%
+860
1975
$10.6K ﹤0.01%
307
+14
77 78
79
80 81