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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
2176
$7.34K ﹤0.01%
+56
2177
$7.32K ﹤0.01%
684
-353
2178
$7.3K ﹤0.01%
152
+141
2179
$7.27K ﹤0.01%
2,840
2180
$7.25K ﹤0.01%
15
-8
2181
$7.25K ﹤0.01%
548
-271
2182
$7.25K ﹤0.01%
72
-4
2183
$7.24K ﹤0.01%
110
2184
$7.24K ﹤0.01%
40
-28
2185
$7.21K ﹤0.01%
+75
2186
$7.2K ﹤0.01%
120
-71
2187
$7.17K ﹤0.01%
360
+356
2188
$7.16K ﹤0.01%
+545
2189
$7.16K ﹤0.01%
35
+11
2190
$7.14K ﹤0.01%
+200
2191
$7.14K ﹤0.01%
108
-1
2192
$7.13K ﹤0.01%
500
2193
$7.12K ﹤0.01%
214
-430
2194
$7.11K ﹤0.01%
126
+59
2195
$7.09K ﹤0.01%
93
+56
2196
$7.06K ﹤0.01%
+152
2197
$7.06K ﹤0.01%
86
+29
2198
$7.02K ﹤0.01%
+4,178
2199
$7.01K ﹤0.01%
25
-2,114
2200
$7K ﹤0.01%
159
+123
86 87
88
89 90