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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
1976
$10.6K ﹤0.01%
+1,518
1977
$10.6K ﹤0.01%
1,155
-197
1978
$10.6K ﹤0.01%
650
1979
$10.6K ﹤0.01%
53
1980
$10.5K ﹤0.01%
+297
1981
$10.5K ﹤0.01%
85
+70
1982
$10.5K ﹤0.01%
123
+23
1983
$10.5K ﹤0.01%
105
1984
$10.5K ﹤0.01%
378
+365
1985
$10.5K ﹤0.01%
347
-589
1986
$10.5K ﹤0.01%
894
+780
1987
$10.4K ﹤0.01%
585
1988
$10.4K ﹤0.01%
41
-45
1989
$10.4K ﹤0.01%
880
1990
$10.4K ﹤0.01%
47
-2
1991
$10.3K ﹤0.01%
298
-416
1992
$10.3K ﹤0.01%
83
+1
1993
$10.2K ﹤0.01%
356
+4
1994
$10.2K ﹤0.01%
154
+128
1995
$10.2K ﹤0.01%
61
-2,386
1996
$10.2K ﹤0.01%
212
+167
1997
$10.2K ﹤0.01%
132
+21
1998
$10.2K ﹤0.01%
332
1999
$10.1K ﹤0.01%
749
+647
2000
$10.1K ﹤0.01%
148
+132
78 79
80
81 82