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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
2226
$6.67K ﹤0.01%
507
+384
2227
$6.67K ﹤0.01%
186
2228
$6.67K ﹤0.01%
90
+7
2229
$6.66K ﹤0.01%
208
+155
2230
$6.64K ﹤0.01%
181
2231
$6.62K ﹤0.01%
482
-776
2232
$6.62K ﹤0.01%
68
2233
$6.6K ﹤0.01%
784
-526
2234
$6.58K ﹤0.01%
37
-73
2235
$6.54K ﹤0.01%
94
2236
$6.49K ﹤0.01%
+10,000
2237
$6.48K ﹤0.01%
607
+470
2238
$6.46K ﹤0.01%
201
2239
$6.45K ﹤0.01%
277
+62
2240
$6.44K ﹤0.01%
80
2241
$6.44K ﹤0.01%
87
+10
2242
$6.44K ﹤0.01%
58
-130
2243
$6.43K ﹤0.01%
+715
2244
$6.43K ﹤0.01%
119
-56
2245
$6.41K ﹤0.01%
284
2246
$6.4K ﹤0.01%
303
+138
2247
$6.39K ﹤0.01%
382
+106
2248
$6.38K ﹤0.01%
87
+67
2249
$6.35K ﹤0.01%
164
+64
2250
$6.33K ﹤0.01%
932
+830
88 89
90
91 92