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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
2276
$5.91K ﹤0.01%
193
-164
2277
$5.91K ﹤0.01%
+508
2278
$5.89K ﹤0.01%
+390
2279
$5.87K ﹤0.01%
+86
2280
$5.86K ﹤0.01%
+2,000
2281
$5.86K ﹤0.01%
135
-360
2282
$5.86K ﹤0.01%
17
+4
2283
$5.84K ﹤0.01%
133
+100
2284
$5.83K ﹤0.01%
49
-2
2285
$5.83K ﹤0.01%
+137
2286
$5.83K ﹤0.01%
96
-176
2287
$5.81K ﹤0.01%
+561
2288
$5.8K ﹤0.01%
+171
2289
$5.77K ﹤0.01%
665
2290
$5.75K ﹤0.01%
+84
2291
$5.75K ﹤0.01%
+199
2292
$5.75K ﹤0.01%
539
+473
2293
$5.71K ﹤0.01%
+109
2294
$5.71K ﹤0.01%
148
+146
2295
$5.7K ﹤0.01%
+100
2296
$5.68K ﹤0.01%
750
+5
2297
$5.68K ﹤0.01%
104
+95
2298
$5.68K ﹤0.01%
+2,786
2299
$5.68K ﹤0.01%
143
-137
2300
$5.66K ﹤0.01%
386
-12
90 91
92
93 94