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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
2251
$6.32K ﹤0.01%
310
+274
2252
$6.31K ﹤0.01%
828
+288
2253
$6.31K ﹤0.01%
+769
2254
$6.29K ﹤0.01%
133
+80
2255
$6.29K ﹤0.01%
189
-73
2256
$6.28K ﹤0.01%
495
+10
2257
$6.26K ﹤0.01%
75
+62
2258
$6.25K ﹤0.01%
112
+73
2259
$6.22K ﹤0.01%
789
+289
2260
$6.22K ﹤0.01%
+64
2261
$6.2K ﹤0.01%
57
-126
2262
$6.2K ﹤0.01%
1,000
2263
$6.17K ﹤0.01%
+68
2264
$6.12K ﹤0.01%
123
+17
2265
$6.11K ﹤0.01%
406
+48
2266
$6.11K ﹤0.01%
147
2267
$6.08K ﹤0.01%
161
2268
$6.08K ﹤0.01%
526
+186
2269
$6.07K ﹤0.01%
241
+87
2270
$5.98K ﹤0.01%
72
-40
2271
$5.97K ﹤0.01%
116
+56
2272
$5.97K ﹤0.01%
62
+1
2273
$5.92K ﹤0.01%
1,288
+1,123
2274
$5.91K ﹤0.01%
519
-1,447
2275
$5.91K ﹤0.01%
103
+11
89 90
91
92 93