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
2101
$8.3K ﹤0.01%
783
+618
2102
$8.29K ﹤0.01%
178
+18
2103
$8.26K ﹤0.01%
504
2104
$8.25K ﹤0.01%
333
-263
2105
$8.23K ﹤0.01%
232
+1
2106
$8.2K ﹤0.01%
449
+214
2107
$8.15K ﹤0.01%
1,083
-249
2108
$8.15K ﹤0.01%
+2,622
2109
$8.13K ﹤0.01%
119
+31
2110
$8.08K ﹤0.01%
40
+4
2111
$8.07K ﹤0.01%
238
+118
2112
$8.06K ﹤0.01%
524
+125
2113
$8.05K ﹤0.01%
897
2114
$8.03K ﹤0.01%
250
-750
2115
$8K ﹤0.01%
404
-1,385
2116
$7.99K ﹤0.01%
381
+35
2117
$7.99K ﹤0.01%
13
+3
2118
$7.98K ﹤0.01%
702
-7,417
2119
$7.97K ﹤0.01%
208
2120
$7.96K ﹤0.01%
153
2121
$7.95K ﹤0.01%
79
-10
2122
$7.95K ﹤0.01%
155
+75
2123
$7.93K ﹤0.01%
459
+449
2124
$7.9K ﹤0.01%
243
+205
2125
$7.9K ﹤0.01%
265
-292
83 84
85
86 87