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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
2151
$7.62K ﹤0.01%
647
2152
$7.61K ﹤0.01%
+104
2153
$7.6K ﹤0.01%
194
-247
2154
$7.6K ﹤0.01%
50
+3
2155
$7.59K ﹤0.01%
+2,040
2156
$7.58K ﹤0.01%
+564
2157
$7.58K ﹤0.01%
38
-54
2158
$7.58K ﹤0.01%
113
2159
$7.58K ﹤0.01%
147
-8
2160
$7.51K ﹤0.01%
911
2161
$7.5K ﹤0.01%
128
+119
2162
$7.5K ﹤0.01%
153
-250
2163
$7.49K ﹤0.01%
457
+24
2164
$7.49K ﹤0.01%
119
2165
$7.49K ﹤0.01%
+63
2166
$7.49K ﹤0.01%
47
-44
2167
$7.45K ﹤0.01%
289
-48
2168
$7.44K ﹤0.01%
79
+70
2169
$7.43K ﹤0.01%
+501
2170
$7.42K ﹤0.01%
+250
2171
$7.39K ﹤0.01%
410
+6
2172
$7.39K ﹤0.01%
782
+73
2173
$7.36K ﹤0.01%
94
+46
2174
$7.36K ﹤0.01%
651
-207
2175
$7.36K ﹤0.01%
333
+79
85 86
87
88 89