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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
2051
$9.07K ﹤0.01%
604
+450
2052
$9.05K ﹤0.01%
105
+73
2053
$9.05K ﹤0.01%
+216
2054
$9.04K ﹤0.01%
49
+5
2055
$9.01K ﹤0.01%
516
+252
2056
$9K ﹤0.01%
222
+170
2057
$8.99K ﹤0.01%
170
2058
$8.96K ﹤0.01%
727
+100
2059
$8.94K ﹤0.01%
219
2060
$8.93K ﹤0.01%
50
-15
2061
$8.9K ﹤0.01%
523
-77
2062
$8.89K ﹤0.01%
393
+390
2063
$8.89K ﹤0.01%
47
+23
2064
$8.89K ﹤0.01%
330
2065
$8.89K ﹤0.01%
19
-200
2066
$8.88K ﹤0.01%
242
2067
$8.87K ﹤0.01%
101
+91
2068
$8.87K ﹤0.01%
99
+92
2069
$8.87K ﹤0.01%
63
-208
2070
$8.86K ﹤0.01%
62
+4
2071
$8.85K ﹤0.01%
561
-855
2072
$8.76K ﹤0.01%
+803
2073
$8.76K ﹤0.01%
254
+245
2074
$8.76K ﹤0.01%
20
+19
2075
$8.75K ﹤0.01%
1,023
+13
81 82
83
84 85