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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
2126
$7.89K ﹤0.01%
+95
2127
$7.86K ﹤0.01%
211
-10
2128
$7.85K ﹤0.01%
352
2129
$7.85K ﹤0.01%
288
+207
2130
$7.8K ﹤0.01%
97
+64
2131
$7.8K ﹤0.01%
63
+13
2132
$7.8K ﹤0.01%
685
-120
2133
$7.8K ﹤0.01%
263
-77
2134
$7.8K ﹤0.01%
250
-15
2135
$7.79K ﹤0.01%
87
+34
2136
$7.79K ﹤0.01%
308
-5
2137
$7.79K ﹤0.01%
+771
2138
$7.77K ﹤0.01%
115
+40
2139
$7.77K ﹤0.01%
261
-4
2140
$7.75K ﹤0.01%
260
+160
2141
$7.73K ﹤0.01%
145
+4
2142
$7.72K ﹤0.01%
195
-263
2143
$7.72K ﹤0.01%
49
2144
$7.69K ﹤0.01%
+454
2145
$7.68K ﹤0.01%
90
+9
2146
$7.67K ﹤0.01%
500
2147
$7.67K ﹤0.01%
24
+1
2148
$7.66K ﹤0.01%
71
+7
2149
$7.62K ﹤0.01%
659
+14
2150
$7.62K ﹤0.01%
366
+11
84 85
86
87 88